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 | $42,627 | $102,317-58.3% | $146,958-71.0% | $80,856-47.3% |
| Participation rate | 52.6% | 75.8%-23.2pp | 82.2%-29.5pp | 67.6%-15.0pp |
| Annual return | 16.53% | 134.76%-118.2pp | 418.34%-401.8pp | 35.59%-19.1pp |
| Employer contribution / active EE | $895 | $3,713-75.9% | $4,933-81.8% | $2,755-67.5% |
| Participant deferral / active EE | $4,305 | $6,644-35.2% | $8,070-46.7% | $4,296+0.2% |
| Admin fee / account holder | $3,980 | $7,941-49.9% | $12,998-69.4% | $6,918-42.5% |