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 | $115,400 | $210,648-45.2% | $177,989-35.2% | $145,922-20.9% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 22.20% | 385.86%-363.7pp | 294.48%-272.3pp | 561.29%-539.1pp |
| Employer contribution / active EE | $13,982 | $4,565+206.3% | $3,949+254.1% | $4,660+200.1% |
| Participant deferral / active EE | $8,500 | $6,958+22.2% | $6,276+35.4% | $6,688+27.1% |
| Admin fee / account holder | $1,101 | $12,013-90.8% | $10,363-89.4% | $13,397-91.8% |