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 | $55,842 | $60,323-7.4% | $81,812-31.7% | $74,495-25.0% |
| Participation rate | 16.5% | 62.9%-46.3pp | 72.3%-55.8pp | 67.2%-50.7pp |
| Annual return | 13.51% | 16.90%-3.4pp | 773.79%-760.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $746 | $2,620-71.5% | $2,912-74.4% | $2,623-71.6% |
| Participant deferral / active EE | $2,209 | $3,387-34.8% | $4,319-48.9% | $4,346-49.2% |
| Admin fee / account holder | $5,055 | $1,486+240.2% | $7,386-31.6% | $1,942+160.3% |