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 | $35,796 | $74,888-52.2% | $71,209-49.7% | $142,382-74.9% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.1%-25.6pp |
| Annual return | 21.82% | 345.14%-323.3pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,554 | $2,854-45.6% | $2,721-42.9% | $4,299-63.9% |
| Participant deferral / active EE | $4,502 | $4,454+1.1% | $4,175+7.8% | $6,507-30.8% |
| Admin fee / account holder | $1,028 | $5,568-81.5% | $5,349-80.8% | $12,624-91.9% |