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 | $7,588 | $76,738-90.1% | $56,411-86.5% | $145,922-94.8% |
| Participation rate | 56.3% | 63.2%-7.0pp | 52.5%+3.8pp | 80.3%-24.0pp |
| Annual return | 15.11% | 2994.23%-2979.1pp | 1701.33%-1686.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,261 | $1,380-8.6% | $1,039+21.4% | $4,660-72.9% |
| Participant deferral / active EE | $1,849 | $2,623-29.5% | $1,952-5.3% | $6,688-72.4% |
| Admin fee / account holder | $896 | $3,334-73.1% | $2,829-68.3% | $13,397-93.3% |