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 | $58,424 | $30,400+92.2% | $53,898+8.4% | $84,808-31.1% |
| Participation rate | 7.5% | 46.4%-38.9pp | 55.0%-47.4pp | 68.3%-60.8pp |
| Annual return | 15.29% | 500.19%-484.9pp | 528.60%-513.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $160 | $603-73.4% | $932-82.8% | $2,631-93.9% |
| Participant deferral / active EE | $417 | $1,199-65.2% | $1,826-77.2% | $4,212-90.1% |
| Admin fee / account holder | $1,087 | $1,993-45.5% | $2,491-56.4% | $7,344-85.2% |