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 | $41,886 | $158,398-73.6% | $126,539-66.9% | $142,382-70.6% |
| Participation rate | 13.6% | 75.8%-62.2pp | 69.8%-56.2pp | 80.1%-66.5pp |
| Annual return | 15.47% | 593.76%-578.3pp | 425.95%-410.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $303 | $4,650-93.5% | $3,674-91.8% | $4,299-93.0% |
| Participant deferral / active EE | $412 | $4,767-91.4% | $4,083-89.9% | $6,507-93.7% |
| Admin fee / account holder | $3,661 | $6,918-47.1% | $6,065-39.6% | $12,624-71.0% |