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 | $22,975 | $34,934-34.2% | $56,411-59.3% | $74,495-69.2% |
| Participation rate | 37.3% | 32.8%+4.5pp | 52.5%-15.2pp | 67.2%-29.9pp |
| Annual return | 21.72% | 25.94%-4.2pp | 1701.33%-1679.6pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $484 | $609-20.5% | $1,039-53.4% | $2,623-81.5% |
| Participant deferral / active EE | $1,769 | $1,170+51.2% | $1,952-9.3% | $4,346-59.3% |
| Admin fee / account holder | $1,944 | $2,364-17.7% | $2,829-31.3% | $1,942+0.1% |