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 | $2,573 | $81,625-96.8% | $58,482-95.6% | $139,434-98.2% |
| Participation rate | 53.8% | 61.3%-7.5pp | 50.9%+3.0pp | 80.3%-26.5pp |
| Annual return | 25.38% | 7404.20%-7378.8pp | 4239.32%-4213.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $277 | $1,398-80.2% | $1,053-73.7% | $4,751-94.2% |
| Participant deferral / active EE | $728 | $2,557-71.5% | $1,924-62.2% | $6,710-89.1% |
| Admin fee / account holder | $580 | $3,265-82.2% | $2,516-76.9% | $11,403-94.9% |