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 | $67,935 | $102,382-33.6% | $147,005-53.8% | $80,874-16.0% |
| Participation rate | 47.6% | 75.8%-28.2pp | 82.2%-34.5pp | 67.6%-20.0pp |
| Annual return | 54.62% | 134.89%-80.3pp | 418.76%-364.1pp | 35.62%+19.0pp |
| Employer contribution / active EE | $2,142 | $3,715-42.3% | $4,934-56.6% | $2,756-22.3% |
| Participant deferral / active EE | $4,352 | $6,646-34.5% | $8,070-46.1% | $4,297+1.3% |
| Admin fee / account holder | $10,195 | $7,942+28.4% | $13,006-21.6% | $6,935+47.0% |