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 | $68,097-52.6% | $62,929-48.7% | $137,256-76.5% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.0%-17.5pp |
| Annual return | 19.64% | 1859.11%-1839.5pp | 1063.93%-1044.3pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,536 | $2,811-45.4% | $2,505-38.7% | $4,156-63.0% |
| Participant deferral / active EE | $5,686 | $4,553+24.9% | $3,888+46.2% | $6,407-11.3% |
| Admin fee / account holder | $769 | $6,521-88.2% | $5,065-84.8% | $12,270-93.7% |