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 | $87,784 | $96,128-8.7% | $136,007-35.5% | $80,856+8.6% |
| Participation rate | 26.7% | 71.2%-44.6pp | 76.5%-49.8pp | 67.6%-41.0pp |
| Annual return | 50.82% | 28.71%+22.1pp | 579.32%-528.5pp | 35.59%+15.2pp |
| Employer contribution / active EE | $794 | $3,351-76.3% | $4,217-81.2% | $2,755-71.2% |
| Participant deferral / active EE | $2,370 | $5,709-58.5% | $7,025-66.3% | $4,296-44.8% |
| Admin fee / account holder | $527 | $8,236-93.6% | $6,858-92.3% | $6,918-92.4% |