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 5-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 | $39,605 | $58,926-32.8% | $97,226-59.3% | $74,495-46.8% |
| Participation rate | 66.1% | 63.5%+2.6pp | 72.7%-6.6pp | 67.2%-1.1pp |
| Annual return | 40.18% | 16.04%+24.1pp | 75.13%-35.0pp | 1364.94%-1324.8pp |
| Employer contribution / active EE | $2,578 | $1,894+36.1% | $2,729-5.5% | $2,623-1.7% |
| Participant deferral / active EE | $5,353 | $3,664+46.1% | $4,264+25.5% | $4,346+23.2% |
| Admin fee / account holder | $3,941 | $1,974+99.7% | $5,654-30.3% | $1,942+103.0% |