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 | $24,991 | $30,400-17.8% | $53,898-53.6% | $84,808-70.5% |
| Participation rate | 38.9% | 46.4%-7.6pp | 55.0%-16.1pp | 68.3%-29.4pp |
| Annual return | 19.91% | 500.19%-480.3pp | 528.60%-508.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $956 | $603+58.6% | $932+2.6% | $2,631-63.7% |
| Participant deferral / active EE | $1,698 | $1,199+41.7% | $1,826-7.0% | $4,212-59.7% |
| Admin fee / account holder | $1,768 | $1,993-11.3% | $2,491-29.0% | $7,344-75.9% |