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 | $59,537 | $30,400+95.8% | $53,898+10.5% | $84,808-29.8% |
| Participation rate | 8.8% | 46.4%-37.7pp | 55.0%-46.2pp | 68.3%-59.5pp |
| Annual return | 20.52% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $290 | $603-51.9% | $932-68.9% | $2,631-89.0% |
| Participant deferral / active EE | $829 | $1,199-30.8% | $1,826-54.6% | $4,212-80.3% |
| Admin fee / account holder | $3,527 | $1,993+76.9% | $2,491+41.6% | $7,344-52.0% |