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 | $21,741 | $41,078-47.1% | $80,569-73.0% | $71,457-69.6% |
| Participation rate | 48.5% | 50.2%-1.8pp | 67.0%-18.5pp | 67.9%-19.5pp |
| Annual return | 46.88% | 38.45%+8.4pp | 935.43%-888.5pp | 28.85%+18.0pp |
| Employer contribution / active EE | $1,082 | $1,506-28.1% | $2,723-60.3% | $2,588-58.2% |
| Participant deferral / active EE | $2,574 | $2,699-4.6% | $4,447-42.1% | $4,289-40.0% |
| Admin fee / account holder | $1,874 | $1,840+1.8% | $5,377-65.1% | $1,587+18.1% |