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 | $14,187 | $76,738-81.5% | $56,411-74.9% | $145,922-90.3% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 14.79% | 2994.23%-2979.4pp | 1701.33%-1686.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,127 | $1,380-18.3% | $1,039+8.5% | $4,660-75.8% |
| Participant deferral / active EE | $3,035 | $2,623+15.7% | $1,952+55.5% | $6,688-54.6% |
| Admin fee / account holder | $869 | $3,334-73.9% | $2,829-69.3% | $13,397-93.5% |