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 | $59,425 | $80,812-26.5% | $160,784-63.0% | $82,448-27.9% |
| Participation rate | 67.7% | 66.2%+1.5pp | 77.0%-9.2pp | 68.1%-0.3pp |
| Annual return | 19.08% | 100.59%-81.5pp | 1803.92%-1784.8pp | 41.64%-22.6pp |
| Employer contribution / active EE | $2,769 | $2,174+27.4% | $3,733-25.8% | $2,551+8.6% |
| Participant deferral / active EE | $8,990 | $4,335+107.4% | $6,293+42.9% | $4,139+117.2% |
| Admin fee / account holder | $3,663 | $7,695-52.4% | $9,717-62.3% | $7,234-49.4% |