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 | $18,797 | $70,606-73.4% | $53,898-65.1% | $142,382-86.8% |
| Participation rate | 17.6% | 63.7%-46.1pp | 55.0%-37.3pp | 80.1%-62.5pp |
| Annual return | 24.70% | 619.81%-595.1pp | 528.60%-503.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $585 | $1,202-51.3% | $932-37.2% | $4,299-86.4% |
| Participant deferral / active EE | $634 | $2,364-73.2% | $1,826-65.3% | $6,507-90.3% |
| Admin fee / account holder | $1,185 | $2,852-58.4% | $2,491-52.4% | $12,624-90.6% |