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 | $39,681 | $60,022-33.9% | $88,946-55.4% | $84,808-53.2% |
| Participation rate | 20.6% | 57.8%-37.3pp | 68.8%-48.3pp | 68.3%-47.7pp |
| Annual return | 86.17% | 22.43%+63.7pp | 57.82%+28.3pp | 40.90%+45.3pp |
| Employer contribution / active EE | $604 | $1,703-64.5% | $2,555-76.4% | $2,631-77.0% |
| Participant deferral / active EE | $1,497 | $3,114-51.9% | $4,581-67.3% | $4,212-64.5% |
| Admin fee / account holder | $1,529 | $4,811-68.2% | $8,261-81.5% | $7,344-79.2% |