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 3-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 | $57,204 | $96,635-40.8% | $86,612-34.0% | $139,434-59.0% |
| Participation rate | 56.5% | 74.4%-17.9pp | 71.7%-15.2pp | 80.3%-23.8pp |
| Annual return | 17.33% | 106.41%-89.1pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,108 | $3,263-35.4% | $3,022-30.3% | $4,751-55.6% |
| Participant deferral / active EE | $3,759 | $4,836-22.3% | $4,438-15.3% | $6,710-44.0% |
| Admin fee / account holder | $9,545 | $6,408+49.0% | $5,614+70.0% | $11,403-16.3% |