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 | $42,447 | $117,841-64.0% | $102,423-58.6% | $145,922-70.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 17.39% | 31.65%-14.3pp | 29.32%-11.9pp | 561.29%-543.9pp |
| Employer contribution / active EE | $4,855 | $3,615+34.3% | $3,023+60.6% | $4,660+4.2% |
| Participant deferral / active EE | $8,645 | $5,731+50.9% | $5,053+71.1% | $6,688+29.3% |
| Admin fee / account holder | $3,521 | $13,326-73.6% | $9,451-62.7% | $13,397-73.7% |