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 | $29,995 | $30,400-1.3% | $53,898-44.3% | $84,808-64.6% |
| Participation rate | 26.7% | 46.4%-19.8pp | 55.0%-28.3pp | 68.3%-41.6pp |
| Annual return | 22.09% | 500.19%-478.1pp | 528.60%-506.5pp | 40.90%-18.8pp |
| Employer contribution / active EE | $890 | $603+47.6% | $932-4.5% | $2,631-66.2% |
| Participant deferral / active EE | $1,865 | $1,199+55.6% | $1,826+2.1% | $4,212-55.7% |
| Admin fee / account holder | $1,270 | $1,993-36.3% | $2,491-49.0% | $7,344-82.7% |