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 | $26,901 | $99,877-73.1% | $84,966-68.3% | $145,922-81.6% |
| Participation rate | 27.8% | 74.1%-46.3pp | 67.5%-39.7pp | 80.3%-52.5pp |
| Annual return | 11.26% | 83.76%-72.5pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,735 | $5,291-48.3% | $4,519-39.5% | $6,688-59.1% |
| Admin fee / account holder | $7,192 | $7,248-0.8% | $6,149+17.0% | $13,397-46.3% |