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 | $75,979 | $70,606+7.6% | $53,898+41.0% | $142,382-46.6% |
| Participation rate | 18.2% | 63.7%-45.5pp | 55.0%-36.8pp | 80.1%-61.9pp |
| Annual return | 15.04% | 619.81%-604.8pp | 528.60%-513.6pp | 217.08%-202.0pp |
| Employer contribution / active EE | $242 | $1,202-79.9% | $932-74.0% | $4,299-94.4% |
| Participant deferral / active EE | $4,273 | $2,364+80.7% | $1,826+134.0% | $6,507-34.3% |
| Admin fee / account holder | $310 | $2,852-89.1% | $2,491-87.6% | $12,624-97.5% |