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 | $28,942 | $49,922-42.0% | $80,569-64.1% | $75,163-61.5% |
| Participation rate | 14.5% | 55.3%-40.8pp | 67.0%-52.5pp | 67.2%-52.7pp |
| Annual return | 29.90% | 34.69%-4.8pp | 935.43%-905.5pp | 160.62%-130.7pp |
| Employer contribution / active EE | $622 | $1,698-63.4% | $2,723-77.2% | $2,670-76.7% |
| Participant deferral / active EE | $1,584 | $2,990-47.0% | $4,447-64.4% | $4,125-61.6% |
| Admin fee / account holder | $1,741 | $3,577-51.3% | $5,377-67.6% | $5,651-69.2% |