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 | $53,827 | $133,922-59.8% | $116,228-53.7% | $142,382-62.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 20.26% | 147.76%-127.5pp | 90.06%-69.8pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,531 | $3,446-55.6% | $2,994-48.9% | $4,299-64.4% |
| Participant deferral / active EE | $2,583 | $5,672-54.5% | $4,953-47.9% | $6,507-60.3% |
| Admin fee / account holder | $471 | $14,945-96.9% | $11,989-96.1% | $12,624-96.3% |