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 | $22,236 | $48,230-53.9% | $67,502-67.1% | $80,856-72.5% |
| Participation rate | 64.7% | 66.4%-1.7pp | 72.9%-8.2pp | 67.6%-2.9pp |
| Annual return | 67.19% | 18.28%+48.9pp | 3512.12%-3444.9pp | 35.59%+31.6pp |
| Employer contribution / active EE | $1,325 | $2,020-34.4% | $2,731-51.5% | $2,755-51.9% |
| Participant deferral / active EE | $4,744 | $2,924+62.2% | $4,000+18.6% | $4,296+10.4% |
| Admin fee / account holder | $854 | $3,681-76.8% | $3,998-78.6% | $6,918-87.7% |