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 | $48,988 | $180,749-72.9% | $160,784-69.5% | $137,256-64.3% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.0%-39.5pp | 80.0%-42.5pp |
| Annual return | 12.27% | 2234.46%-2222.2pp | 1803.92%-1791.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,317 | $4,155-68.3% | $3,733-64.7% | $4,156-68.3% |
| Participant deferral / active EE | $3,726 | $6,844-45.6% | $6,293-40.8% | $6,407-41.9% |
| Admin fee / account holder | $2,205 | $10,397-78.8% | $9,717-77.3% | $12,270-82.0% |