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 | $20,559 | $70,606-70.9% | $53,898-61.9% | $142,382-85.6% |
| Participation rate | 12.5% | 63.7%-51.2pp | 55.0%-42.5pp | 80.1%-67.6pp |
| Annual return | 26.83% | 619.81%-593.0pp | 528.60%-501.8pp | 217.08%-190.2pp |
| Employer contribution / active EE | $338 | $1,202-71.9% | $932-63.8% | $4,299-92.1% |
| Participant deferral / active EE | $385 | $2,364-83.7% | $1,826-78.9% | $6,507-94.1% |
| Admin fee / account holder | $671 | $2,852-76.5% | $2,491-73.1% | $12,624-94.7% |