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 | $67,823-40.3% | $52,425-22.8% | $137,256-70.5% |
| Participation rate | 25.0% | 63.9%-38.9pp | 55.6%-30.6pp | 80.0%-55.0pp |
| Annual return | 24.97% | 219.11%-194.1pp | 302.12%-277.2pp | 220.34%-195.4pp |
| Employer contribution / active EE | $176 | $1,163-84.9% | $914-80.8% | $4,156-95.8% |
| Participant deferral / active EE | $4,394 | $2,288+92.0% | $1,790+145.4% | $6,407-31.4% |
| Admin fee / account holder | $6,660 | $2,844+134.1% | $2,495+166.9% | $12,270-45.7% |