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 | $28,597 | $25,014+14.3% | $69,647-58.9% | $80,856-64.6% |
| Participation rate | 39.3% | 64.2%-24.9pp | 66.5%-27.1pp | 67.6%-28.3pp |
| Annual return | 123.27% | 19.07%+104.2pp | 100.48%+22.8pp | 35.59%+87.7pp |
| Employer contribution / active EE | $1,398 | $993+40.8% | $1,712-18.4% | $2,755-49.3% |
| Participant deferral / active EE | $2,363 | $1,839+28.5% | $2,886-18.1% | $4,296-45.0% |
| Admin fee / account holder | $2,438 | $2,488-2.0% | $4,713-48.3% | $6,918-64.8% |