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 | $48,505 | $149,040-67.5% | $120,225-59.7% | $137,256-64.7% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 15.38% | 605.68%-590.3pp | 439.23%-423.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $984 | $4,350-77.4% | $3,475-71.7% | $4,156-76.3% |
| Participant deferral / active EE | $5,664 | $4,655+21.7% | $3,999+41.6% | $6,407-11.6% |
| Admin fee / account holder | $5,254 | $6,348-17.2% | $5,696-7.8% | $12,270-57.2% |