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 | $45,694 | $70,606-35.3% | $53,898-15.2% | $142,382-67.9% |
| Participation rate | 53.8% | 63.7%-9.9pp | 55.0%-1.1pp | 80.1%-26.3pp |
| Annual return | 18.95% | 619.81%-600.9pp | 528.60%-509.7pp | 217.08%-198.1pp |
| Employer contribution / active EE | $783 | $1,202-34.9% | $932-16.0% | $4,299-81.8% |
| Participant deferral / active EE | $4,338 | $2,364+83.5% | $1,826+137.5% | $6,507-33.3% |
| Admin fee / account holder | $531 | $2,852-81.4% | $2,491-78.7% | $12,624-95.8% |