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 | $57,106 | $210,648-72.9% | $177,989-67.9% | $145,922-60.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 14.82% | 385.86%-371.0pp | 294.48%-279.7pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,943 | $4,565-57.4% | $3,949-50.8% | $4,660-58.3% |
| Participant deferral / active EE | $3,600 | $6,958-48.3% | $6,276-42.6% | $6,688-46.2% |
| Admin fee / account holder | $646 | $12,013-94.6% | $10,363-93.8% | $13,397-95.2% |