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 | $64,137 | $74,888-14.4% | $71,209-9.9% | $142,382-55.0% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 27.56% | 345.14%-317.6pp | 282.51%-254.9pp | 217.08%-189.5pp |
| Employer contribution / active EE | $4,319 | $2,854+51.3% | $2,721+58.7% | $4,299+0.5% |
| Participant deferral / active EE | $8,124 | $4,454+82.4% | $4,175+94.6% | $6,507+24.8% |
| Admin fee / account holder | $15,057 | $5,568+170.4% | $5,349+181.5% | $12,624+19.3% |