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 | $19,411 | $95,561-79.7% | $77,163-74.8% | $139,434-86.1% |
| Participation rate | 42.1% | 73.9%-31.8pp | 69.6%-27.5pp | 80.3%-38.2pp |
| Annual return | 21.63% | 54.92%-33.3pp | 37.87%-16.2pp | 372.94%-351.3pp |
| Employer contribution / active EE | $2,348 | $3,147-25.4% | $2,535-7.4% | $4,751-50.6% |
| Participant deferral / active EE | $4,533 | $4,624-2.0% | $3,833+18.3% | $6,710-32.4% |
| Admin fee / account holder | $6,300 | $8,295-24.1% | $5,472+15.1% | $11,403-44.8% |