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 | $29,314 | $126,574-76.8% | $106,213-72.4% | $145,922-79.9% |
| Participation rate | 53.3% | 77.6%-24.3pp | 75.3%-21.9pp | 80.3%-26.9pp |
| Annual return | 12.59% | 224.79%-212.2pp | 116.14%-103.5pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,313 | $3,730-64.8% | $3,171-58.6% | $4,660-71.8% |
| Participant deferral / active EE | $2,787 | $5,724-51.3% | $5,016-44.4% | $6,688-58.3% |
| Admin fee / account holder | $2,257 | $17,304-87.0% | $11,033-79.5% | $13,397-83.2% |