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 | $52,671 | $138,044-61.8% | $125,339-58.0% | $134,475-60.8% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | 2.05% | 750.33%-748.3pp | 572.05%-570.0pp | 417.96%-415.9pp |
| Employer contribution / active EE | $1,248 | $5,243-76.2% | $4,814-74.1% | $4,740-73.7% |
| Participant deferral / active EE | $2,841 | $7,799-63.6% | $7,446-61.8% | $6,400-55.6% |
| Admin fee / account holder | $331 | $11,571-97.1% | $10,010-96.7% | $11,426-97.1% |