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 | $8,543 | $76,738-88.9% | $56,411-84.9% | $145,922-94.1% |
| Participation rate | 45.0% | 63.2%-18.2pp | 52.5%-7.5pp | 80.3%-35.3pp |
| Annual return | 13.89% | 2994.23%-2980.3pp | 1701.33%-1687.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,127 | $2,623-18.9% | $1,952+9.0% | $6,688-68.2% |
| Admin fee / account holder | $432 | $3,334-87.0% | $2,829-84.7% | $13,397-96.8% |