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 | $53,712 | $154,117-65.1% | $129,995-58.7% | $139,434-61.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 24.32% | 32.48%-8.2pp | -137.18%+161.5pp | 372.94%-348.6pp |
| Employer contribution / active EE | $2,115 | $5,289-60.0% | $4,320-51.0% | $4,751-55.5% |
| Participant deferral / active EE | $4,731 | $6,710-29.5% | $5,820-18.7% | $6,710-29.5% |
| Admin fee / account holder | $1,797 | $14,007-87.2% | $10,614-83.1% | $11,403-84.2% |