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 5-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 | $8,110 | $93,024-91.3% | $77,024-89.5% | $134,475-94.0% |
| Participation rate | 68.2% | 74.5%-6.3pp | 67.9%+0.3pp | 81.2%-13.0pp |
| Annual return | 1248.28% | 62.60%+1185.7pp | 42.32%+1206.0pp | 417.96%+830.3pp |
| Employer contribution / active EE | $1,504 | $3,418-56.0% | $2,812-46.5% | $4,740-68.3% |
| Participant deferral / active EE | $3,728 | $5,238-28.8% | $4,426-15.8% | $6,400-41.8% |
| Admin fee / account holder | $5,909 | $6,944-14.9% | $5,425+8.9% | $11,426-48.3% |