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 | $25,585 | $51,175-50.0% | $70,515-63.7% | $75,163-66.0% |
| Participation rate | 67.9% | 60.9%+6.9pp | 68.3%-0.5pp | 67.2%+0.7pp |
| Annual return | 233.53% | 30.02%+203.5pp | 32.77%+200.8pp | 160.62%+72.9pp |
| Employer contribution / active EE | $3,128 | $1,826+71.3% | $2,973+5.2% | $2,670+17.2% |
| Participant deferral / active EE | $5,296 | $2,849+85.9% | $4,567+16.0% | $4,125+28.4% |
| Admin fee / account holder | $456 | $4,091-88.9% | $6,412-92.9% | $5,651-91.9% |