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 | $26,031 | $74,888-65.2% | $71,209-63.4% | $142,382-81.7% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.1%-21.3pp |
| Annual return | 17.71% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,474 | $2,854-48.4% | $2,721-45.8% | $4,299-65.7% |
| Participant deferral / active EE | $2,833 | $4,454-36.4% | $4,175-32.1% | $6,507-56.5% |
| Admin fee / account holder | $2,623 | $5,568-52.9% | $5,349-51.0% | $12,624-79.2% |