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 6-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 | $49,998 | $82,286-39.2% | $68,791-27.3% | $134,475-62.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | 517.38% | -2.19%+519.6pp | -6.38%+523.8pp | 417.96%+99.4pp |
| Employer contribution / active EE | $1,247 | $3,301-62.2% | $2,655-53.0% | $4,740-73.7% |
| Participant deferral / active EE | $3,597 | $4,739-24.1% | $3,941-8.7% | $6,400-43.8% |
| Admin fee / account holder | $1,970 | $6,481-69.6% | $4,932-60.1% | $11,426-82.8% |