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 | $89,422 | $72,071+24.1% | $68,368+30.8% | $137,256-34.9% |
| Participation rate | 44.4% | 76.2%-31.8pp | 73.8%-29.3pp | 80.0%-35.5pp |
| Annual return | 21.50% | 353.14%-331.6pp | 292.57%-271.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $514 | $2,788-81.6% | $2,649-80.6% | $4,156-87.6% |
| Participant deferral / active EE | $4,202 | $4,410-4.7% | $4,123+1.9% | $6,407-34.4% |
| Admin fee / account holder | $835 | $5,336-84.4% | $5,150-83.8% | $12,270-93.2% |