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 | $22,973 | $132,634-82.7% | $115,768-80.2% | $137,256-83.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 34.54% | 160.70%-126.2pp | 100.46%-65.9pp | 220.34%-185.8pp |
| Employer contribution / active EE | $2,521 | $3,360-25.0% | $2,940-14.3% | $4,156-39.3% |
| Participant deferral / active EE | $3,020 | $5,619-46.2% | $4,917-38.6% | $6,407-52.9% |
| Admin fee / account holder | $9,100 | $15,028-39.4% | $12,439-26.8% | $12,270-25.8% |