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 | $244,689 | $117,841+107.6% | $102,423+138.9% | $145,922+67.7% |
| Participation rate | 47.8% | 78.6%-30.8pp | 76.5%-28.7pp | 80.3%-32.5pp |
| Annual return | 55.21% | 31.65%+23.6pp | 29.32%+25.9pp | 561.29%-506.1pp |
| Employer contribution / active EE | $1,689 | $3,615-53.3% | $3,023-44.1% | $4,660-63.7% |
| Participant deferral / active EE | $4,440 | $5,731-22.5% | $5,053-12.1% | $6,688-33.6% |
| Admin fee / account holder | $1,350 | $13,326-89.9% | $9,451-85.7% | $13,397-89.9% |