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 | $54,692 | $183,519-70.2% | $155,509-64.8% | $145,922-62.5% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 12.87% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,170 | $5,313-78.0% | $4,672-75.0% | $4,660-74.9% |
| Participant deferral / active EE | $4,712 | $6,462-27.1% | $5,626-16.3% | $6,688-29.5% |
| Admin fee / account holder | $1,765 | $19,313-90.9% | $15,912-88.9% | $13,397-86.8% |