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 | $4,916 | $67,823-92.8% | $52,425-90.6% | $137,256-96.4% |
| Participation rate | 68.8% | 63.9%+4.8pp | 55.6%+13.1pp | 80.0%-11.2pp |
| Annual return | 20.28% | 219.11%-198.8pp | 302.12%-281.8pp | 220.34%-200.1pp |
| Employer contribution / active EE | $257 | $1,163-77.9% | $914-71.9% | $4,156-93.8% |
| Participant deferral / active EE | $978 | $2,288-57.2% | $1,790-45.4% | $6,407-84.7% |
| Admin fee / account holder | $1,301 | $2,844-54.3% | $2,495-47.9% | $12,270-89.4% |