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 | $80,574 | $29,319+174.8% | $52,425+53.7% | $82,448-2.3% |
| Participation rate | 27.9% | 46.9%-18.9pp | 55.6%-27.7pp | 68.1%-40.2pp |
| Annual return | 17.24% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,170 | $586+99.5% | $914+27.9% | $2,551-54.1% |
| Participant deferral / active EE | $4,474 | $1,171+282.0% | $1,790+149.9% | $4,139+8.1% |
| Admin fee / account holder | $1,297 | $1,962-33.9% | $2,495-48.0% | $7,234-82.1% |