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 | $31,741 | $81,625-61.1% | $58,482-45.7% | $139,434-77.2% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 23.02% | 7404.20%-7381.2pp | 4239.32%-4216.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $854 | $1,398-38.9% | $1,053-18.9% | $4,751-82.0% |
| Participant deferral / active EE | $4,613 | $2,557+80.4% | $1,924+139.8% | $6,710-31.3% |
| Admin fee / account holder | $1,302 | $3,265-60.1% | $2,516-48.3% | $11,403-88.6% |