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 | $40,465 | $70,606-42.7% | $53,898-24.9% | $142,382-71.6% |
| Participation rate | 25.0% | 63.7%-38.7pp | 55.0%-30.0pp | 80.1%-55.1pp |
| Annual return | 24.97% | 619.81%-594.8pp | 528.60%-503.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $176 | $1,202-85.4% | $932-81.1% | $4,299-95.9% |
| Participant deferral / active EE | $4,394 | $2,364+85.9% | $1,826+140.6% | $6,507-32.5% |
| Admin fee / account holder | $6,660 | $2,852+133.5% | $2,491+167.4% | $12,624-47.2% |