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 | $38,436 | $90,348-57.5% | $75,972-49.4% | $145,922-73.7% |
| Participation rate | 47.4% | 74.5%-27.1pp | 69.1%-21.7pp | 80.3%-32.9pp |
| Annual return | 8.76% | 620.88%-612.1pp | 359.55%-350.8pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,350 | $3,311-59.2% | $2,685-49.7% | $4,660-71.0% |
| Participant deferral / active EE | $3,512 | $5,162-32.0% | $4,255-17.5% | $6,688-47.5% |
| Admin fee / account holder | $4,883 | $8,467-42.3% | $6,467-24.5% | $13,397-63.6% |