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 | $79,722 | $74,888+6.5% | $71,209+12.0% | $142,382-44.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 14.29% | 345.14%-330.8pp | 282.51%-268.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $953 | $2,854-66.6% | $2,721-65.0% | $4,299-77.8% |
| Participant deferral / active EE | $3,313 | $4,454-25.6% | $4,175-20.6% | $6,507-49.1% |
| Admin fee / account holder | $919 | $5,568-83.5% | $5,349-82.8% | $12,624-92.7% |