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 | $19,958 | $102,604-80.5% | $86,188-76.8% | $139,434-85.7% |
| Participation rate | 26.1% | 74.5%-48.4pp | 69.0%-42.9pp | 80.3%-54.2pp |
| Annual return | 30.17% | 1922.51%-1892.3pp | 1168.45%-1138.3pp | 372.94%-342.8pp |
| Employer contribution / active EE | $970 | $3,032-68.0% | $2,380-59.3% | $4,751-79.6% |
| Participant deferral / active EE | $1,977 | $4,676-57.7% | $3,985-50.4% | $6,710-70.5% |
| Admin fee / account holder | $3,627 | $8,657-58.1% | $6,852-47.1% | $11,403-68.2% |