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 | $21,790 | $159,901-86.4% | $146,958-85.2% | $145,922-85.1% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 22.57% | 98.13%-75.6pp | 418.34%-395.8pp | 561.29%-538.7pp |
| Employer contribution / active EE | $2,555 | $5,286-51.7% | $4,933-48.2% | $4,660-45.2% |
| Participant deferral / active EE | $4,207 | $8,428-50.1% | $8,070-47.9% | $6,688-37.1% |
| Admin fee / account holder | $609 | $15,044-95.9% | $12,998-95.3% | $13,397-95.5% |