See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,346 | $108,919-47.4% | $100,391-42.9% | $145,922-60.7% |
| Participation rate | 18.2% | 82.9%-64.7pp | 81.5%-63.3pp | 80.3%-62.1pp |
| Annual return | 11.04% | 57.88%-46.8pp | 49.20%-38.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,153 | $4,419-73.9% | $3,942-70.7% | $4,660-75.3% |
| Participant deferral / active EE | $5,962 | $8,445-29.4% | $8,082-26.2% | $6,688-10.9% |
| Admin fee / account holder | $2,386 | $9,689-75.4% | $7,899-69.8% | $13,397-82.2% |