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 | $24,169 | $70,669-65.8% | $169,368-85.7% | $75,163-67.8% |
| Participation rate | 45.1% | 64.8%-19.7pp | 77.1%-32.0pp | 67.2%-22.1pp |
| Annual return | 24.93% | 36.36%-11.4pp | 405.60%-380.7pp | 160.62%-135.7pp |
| Employer contribution / active EE | $1,256 | $2,211-43.2% | $4,013-68.7% | $2,670-53.0% |
| Participant deferral / active EE | $4,631 | $4,311+7.4% | $6,221-25.6% | $4,125+12.3% |
| Admin fee / account holder | $567 | $5,402-89.5% | $9,003-93.7% | $5,651-90.0% |