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 | $13,515 | $74,888-82.0% | $71,209-81.0% | $142,382-90.5% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 25.27% | 345.14%-319.9pp | 282.51%-257.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $627 | $2,854-78.0% | $2,721-77.0% | $4,299-85.4% |
| Participant deferral / active EE | $1,942 | $4,454-56.4% | $4,175-53.5% | $6,507-70.2% |
| Admin fee / account holder | $3,974 | $5,568-28.6% | $5,349-25.7% | $12,624-68.5% |