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 | $56,284 | $114,381-50.8% | $107,525-47.7% | $142,382-60.5% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 51.85% | 242.71%-190.9pp | 181.32%-129.5pp | 217.08%-165.2pp |
| Employer contribution / active EE | $6,646 | $4,015+65.5% | $3,754+77.1% | $4,299+54.6% |
| Participant deferral / active EE | $3,339 | $5,564-40.0% | $5,116-34.7% | $6,507-48.7% |
| Admin fee / account holder | $553 | $9,860-94.4% | $8,919-93.8% | $12,624-95.6% |