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 | $64,464 | $67,823-5.0% | $52,425+23.0% | $137,256-53.0% |
| Participation rate | 9.5% | 63.9%-54.4pp | 55.6%-46.1pp | 80.0%-70.4pp |
| Annual return | 14.03% | 219.11%-205.1pp | 302.12%-288.1pp | 220.34%-206.3pp |
| Employer contribution / active EE | $296 | $1,163-74.5% | $914-67.6% | $4,156-92.9% |
| Participant deferral / active EE | $482 | $2,288-78.9% | $1,790-73.1% | $6,407-92.5% |
| Admin fee / account holder | $422 | $2,844-85.2% | $2,495-83.1% | $12,270-96.6% |