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 | $53,413 | $70,669-24.4% | $169,368-68.5% | $75,163-28.9% |
| Participation rate | 54.5% | 64.8%-10.2pp | 77.1%-22.6pp | 67.2%-12.6pp |
| Annual return | 21.97% | 36.36%-14.4pp | 405.60%-383.6pp | 160.62%-138.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,627 | $4,311+30.6% | $6,221-9.5% | $4,125+36.4% |
| Admin fee / account holder | $836 | $5,402-84.5% | $9,003-90.7% | $5,651-85.2% |