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 | $15,113 | $111,724-86.5% | $93,606-83.9% | $145,922-89.6% |
| Participation rate | 36.8% | 74.2%-37.4pp | 68.7%-31.9pp | 80.3%-43.4pp |
| Annual return | 8.74% | 202.98%-194.2pp | 133.20%-124.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,360 | $3,090-23.6% | $2,420-2.5% | $4,660-49.3% |
| Participant deferral / active EE | $2,469 | $4,912-49.7% | $4,411-44.0% | $6,688-63.1% |
| Admin fee / account holder | $1,900 | $10,250-81.5% | $8,285-77.1% | $13,397-85.8% |