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 | $12,777 | $96,635-86.8% | $86,612-85.2% | $139,434-90.8% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 29.63% | 106.41%-76.8pp | 591.07%-561.4pp | 372.94%-343.3pp |
| Employer contribution / active EE | $516 | $3,263-84.2% | $3,022-82.9% | $4,751-89.1% |
| Participant deferral / active EE | $1,101 | $4,836-77.2% | $4,438-75.2% | $6,710-83.6% |
| Admin fee / account holder | $836 | $6,408-87.0% | $5,614-85.1% | $11,403-92.7% |