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 | $32,290 | $70,756-54.4% | $65,493-50.7% | $142,382-77.3% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.1%-17.6pp |
| Annual return | 19.64% | 1754.89%-1735.3pp | 982.45%-962.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,536 | $2,881-46.7% | $2,574-40.3% | $4,299-64.3% |
| Participant deferral / active EE | $5,686 | $4,637+22.6% | $3,961+43.5% | $6,507-12.6% |
| Admin fee / account holder | $769 | $6,559-88.3% | $5,028-84.7% | $12,624-93.9% |