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 | $48,958 | $70,606-30.7% | $53,898-9.2% | $142,382-65.6% |
| Participation rate | 55.6% | 63.7%-8.1pp | 55.0%+0.6pp | 80.1%-24.6pp |
| Annual return | 20.68% | 619.81%-599.1pp | 528.60%-507.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,009 | $1,202-16.1% | $932+8.2% | $4,299-76.5% |
| Participant deferral / active EE | $3,783 | $2,364+60.0% | $1,826+107.1% | $6,507-41.9% |
| Admin fee / account holder | $881 | $2,852-69.1% | $2,491-64.6% | $12,624-93.0% |