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 | $10,042 | $47,479-78.8% | $62,929-84.0% | $82,448-87.8% |
| Participation rate | 69.3% | 66.9%+2.5pp | 73.1%-3.8pp | 68.1%+1.3pp |
| Annual return | 43.91% | 20.34%+23.6pp | 1063.93%-1020.0pp | 41.64%+2.3pp |
| Employer contribution / active EE | $1,038 | $1,885-45.0% | $2,505-58.6% | $2,551-59.3% |
| Participant deferral / active EE | $1,926 | $2,870-32.9% | $3,888-50.5% | $4,139-53.5% |
| Admin fee / account holder | $1,127 | $3,804-70.4% | $5,065-77.7% | $7,234-84.4% |