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 | $62,322 | $30,400+105.0% | $53,898+15.6% | $84,808-26.5% |
| Participation rate | 48.5% | 46.4%+2.0pp | 55.0%-6.5pp | 68.3%-19.8pp |
| Annual return | 21.38% | 500.19%-478.8pp | 528.60%-507.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $559 | $603-7.3% | $932-40.0% | $2,631-78.8% |
| Participant deferral / active EE | $756 | $1,199-36.9% | $1,826-58.6% | $4,212-82.0% |
| Admin fee / account holder | $830 | $1,993-58.4% | $2,491-66.7% | $7,344-88.7% |