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 | $119,430 | $30,400+292.9% | $53,898+121.6% | $84,808+40.8% |
| Participation rate | 6.1% | 46.4%-40.3pp | 55.0%-48.8pp | 68.3%-62.2pp |
| Annual return | 17.59% | 500.19%-482.6pp | 528.60%-511.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $229 | $603-62.0% | $932-75.4% | $2,631-91.3% |
| Participant deferral / active EE | $1,386 | $1,199+15.6% | $1,826-24.1% | $4,212-67.1% |
| Admin fee / account holder | $1,625 | $1,993-18.5% | $2,491-34.7% | $7,344-77.9% |