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 | $57,304 | $175,202-67.3% | $149,673-61.7% | $139,434-58.9% |
| Participation rate | 61.1% | 83.4%-22.3pp | 78.8%-17.7pp | 80.3%-19.2pp |
| Annual return | 249.49% | 166.71%+82.8pp | 134.42%+115.1pp | 372.94%-123.4pp |
| Employer contribution / active EE | $5,753 | $5,474+5.1% | $4,818+19.4% | $4,751+21.1% |
| Participant deferral / active EE | $4,478 | $6,519-31.3% | $5,680-21.2% | $6,710-33.3% |
| Admin fee / account holder | $570 | $16,150-96.5% | $13,210-95.7% | $11,403-95.0% |