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 | $83,501 | $30,400+174.7% | $53,898+54.9% | $84,808-1.5% |
| Participation rate | 10.0% | 46.4%-36.4pp | 55.0%-45.0pp | 68.3%-58.3pp |
| Annual return | 14.85% | 500.19%-485.3pp | 528.60%-513.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $346 | $603-42.6% | $932-62.9% | $2,631-86.9% |
| Participant deferral / active EE | $2,205 | $1,199+84.0% | $1,826+20.7% | $4,212-47.6% |
| Admin fee / account holder | $823 | $1,993-58.7% | $2,491-66.9% | $7,344-88.8% |