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 | $27,381 | $70,606-61.2% | $53,898-49.2% | $142,382-80.8% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 19.60% | 619.81%-600.2pp | 528.60%-509.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $871 | $1,202-27.5% | $932-6.5% | $4,299-79.7% |
| Participant deferral / active EE | $1,766 | $2,364-25.3% | $1,826-3.3% | $6,507-72.9% |
| Admin fee / account holder | $347 | $2,852-87.8% | $2,491-86.1% | $12,624-97.3% |