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 | $40,370 | $111,754-63.9% | $103,333-60.9% | $145,922-72.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 17.83% | 24.77%-6.9pp | 24.88%-7.1pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,646 | $4,212-37.2% | $3,868-31.6% | $4,660-43.2% |
| Participant deferral / active EE | $5,826 | $5,619+3.7% | $5,057+15.2% | $6,688-12.9% |
| Admin fee / account holder | $2,080 | $9,750-78.7% | $8,355-75.1% | $13,397-84.5% |