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 3-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 | $40,505 | $59,417-31.8% | $93,606-56.7% | $74,495-45.6% |
| Participation rate | 41.4% | 59.7%-18.3pp | 68.7%-27.3pp | 67.2%-25.8pp |
| Annual return | 16.12% | 81.83%-65.7pp | 133.20%-117.1pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $803 | $1,264-36.5% | $2,420-66.8% | $2,623-69.4% |
| Participant deferral / active EE | $2,916 | $3,050-4.4% | $4,411-33.9% | $4,346-32.9% |
| Admin fee / account holder | $2,466 | $3,021-18.4% | $8,285-70.2% | $1,942+27.0% |