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 | $63,998 | $90,348-29.2% | $75,972-15.8% | $145,922-56.1% |
| Participation rate | 54.2% | 74.5%-20.3pp | 69.1%-14.9pp | 80.3%-26.1pp |
| Annual return | 15.79% | 620.88%-605.1pp | 359.55%-343.8pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,414 | $3,311-27.1% | $2,685-10.1% | $4,660-48.2% |
| Participant deferral / active EE | $6,328 | $5,162+22.6% | $4,255+48.7% | $6,688-5.4% |
| Admin fee / account holder | $8,622 | $8,467+1.8% | $6,467+33.3% | $13,397-35.6% |