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 | $15,969 | $109,982-85.5% | $97,226-83.6% | $145,922-89.1% |
| Participation rate | 43.8% | 75.9%-32.2pp | 72.7%-28.9pp | 80.3%-36.5pp |
| Annual return | 24.76% | 242.90%-218.1pp | 75.13%-50.4pp | 561.29%-536.5pp |
| Employer contribution / active EE | $927 | $3,084-70.0% | $2,729-66.0% | $4,660-80.1% |
| Participant deferral / active EE | $1,024 | $4,676-78.1% | $4,264-76.0% | $6,688-84.7% |
| Admin fee / account holder | $2,992 | $6,221-51.9% | $5,654-47.1% | $13,397-77.7% |