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 | $36,538 | $24,730+47.7% | $66,042-44.7% | $84,808-56.9% |
| Participation rate | 24.7% | 68.1%-43.4pp | 67.5%-42.8pp | 68.3%-43.6pp |
| Annual return | 19.32% | 79.55%-60.2pp | 52.11%-32.8pp | 40.90%-21.6pp |
| Employer contribution / active EE | $1,162 | $857+35.6% | $1,579-26.5% | $2,631-55.9% |
| Participant deferral / active EE | $2,156 | $1,737+24.1% | $2,835-24.0% | $4,212-48.8% |
| Admin fee / account holder | $8,230 | $3,014+173.1% | $5,747+43.2% | $7,344+12.1% |