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 | $31,912 | $67,823-52.9% | $52,425-39.1% | $137,256-76.7% |
| Participation rate | 58.3% | 63.9%-5.6pp | 55.6%+2.7pp | 80.0%-21.6pp |
| Annual return | 22.44% | 219.11%-196.7pp | 302.12%-279.7pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,575 | $1,163+35.5% | $914+72.3% | $4,156-62.1% |
| Participant deferral / active EE | $4,378 | $2,288+91.3% | $1,790+144.5% | $6,407-31.7% |
| Admin fee / account holder | $421 | $2,844-85.2% | $2,495-83.1% | $12,270-96.6% |