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 | $24,366 | $202,432-88.0% | $169,368-85.6% | $139,434-82.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 95.34% | 531.74%-436.4pp | 405.60%-310.3pp | 372.94%-277.6pp |
| Employer contribution / active EE | $1,491 | $4,692-68.2% | $4,013-62.8% | $4,751-68.6% |
| Participant deferral / active EE | $2,468 | $6,938-64.4% | $6,221-60.3% | $6,710-63.2% |
| Admin fee / account holder | $6,201 | $10,708-42.1% | $9,003-31.1% | $11,403-45.6% |