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 | $31,131 | $54,705-43.1% | $71,209-56.3% | $84,808-63.3% |
| Participation rate | 28.6% | 64.1%-35.5pp | 73.8%-45.2pp | 68.3%-39.7pp |
| Annual return | 16.35% | 35.90%-19.5pp | 282.51%-266.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $450 | $2,158-79.2% | $2,721-83.5% | $2,631-82.9% |
| Participant deferral / active EE | $819 | $3,030-73.0% | $4,175-80.4% | $4,212-80.5% |
| Admin fee / account holder | $2,972 | $4,863-38.9% | $5,349-44.4% | $7,344-59.5% |