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 | $3,457 | $81,625-95.8% | $58,482-94.1% | $139,434-97.5% |
| Participation rate | 60.0% | 61.3%-1.3pp | 50.9%+9.1pp | 80.3%-20.3pp |
| Annual return | 32.43% | 7404.20%-7371.8pp | 4239.32%-4206.9pp | 372.94%-340.5pp |
| Employer contribution / active EE | $1,562 | $1,398+11.7% | $1,053+48.3% | $4,751-67.1% |
| Participant deferral / active EE | $2,248 | $2,557-12.1% | $1,924+16.8% | $6,710-66.5% |
| Admin fee / account holder | $958 | $3,265-70.7% | $2,516-61.9% | $11,403-91.6% |