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 | $18,834 | $112,729-83.3% | $98,716-80.9% | $137,256-86.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 317.40% | 38.48%+278.9pp | 31.81%+285.6pp | 220.34%+97.1pp |
| Employer contribution / active EE | $848 | $2,725-68.9% | $2,279-62.8% | $4,156-79.6% |
| Participant deferral / active EE | $1,212 | $4,640-73.9% | $4,048-70.1% | $6,407-81.1% |
| Admin fee / account holder | $2,323 | $10,129-77.1% | $8,703-73.3% | $12,270-81.1% |