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 | $47,083 | $101,317-53.5% | $146,958-68.0% | $74,495-36.8% |
| Participation rate | 58.5% | 75.5%-17.1pp | 82.2%-23.7pp | 67.2%-8.7pp |
| Annual return | 37.87% | 8730.91%-8693.0pp | 418.34%-380.5pp | 1364.94%-1327.1pp |
| Employer contribution / active EE | $2,668 | $3,810-30.0% | $4,933-45.9% | $2,623+1.7% |
| Participant deferral / active EE | $5,942 | $7,303-18.6% | $8,070-26.4% | $4,346+36.7% |
| Admin fee / account holder | $2,398 | $1,739+37.9% | $12,998-81.5% | $1,942+23.5% |