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 | $45,171 | $102,317-55.9% | $146,958-69.3% | $80,856-44.1% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.2%-23.5pp | 67.6%-9.0pp |
| Annual return | 32.97% | 134.76%-101.8pp | 418.34%-385.4pp | 35.59%-2.6pp |
| Employer contribution / active EE | $1,556 | $3,713-58.1% | $4,933-68.5% | $2,755-43.5% |
| Participant deferral / active EE | $2,967 | $6,644-55.3% | $8,070-63.2% | $4,296-30.9% |
| Admin fee / account holder | $943 | $7,941-88.1% | $12,998-92.7% | $6,918-86.4% |