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 | $132,988 | $70,606+88.4% | $53,898+146.7% | $142,382-6.6% |
| Participation rate | 10.0% | 63.7%-53.7pp | 55.0%-45.0pp | 80.1%-70.1pp |
| Annual return | 18.64% | 619.81%-601.2pp | 528.60%-510.0pp | 217.08%-198.4pp |
| Employer contribution / active EE | $325 | $1,202-73.0% | $932-65.1% | $4,299-92.4% |
| Participant deferral / active EE | $2,215 | $2,364-6.3% | $1,826+21.3% | $6,507-66.0% |
| Admin fee / account holder | $1,509 | $2,852-47.1% | $2,491-39.4% | $12,624-88.0% |