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 6-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 | $89,711 | $111,754-19.7% | $103,333-13.2% | $145,922-38.5% |
| Participation rate | 45.5% | 77.9%-32.5pp | 74.5%-29.1pp | 80.3%-34.8pp |
| Annual return | 13.27% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,035 | $4,212-75.4% | $3,868-73.2% | $4,660-77.8% |
| Participant deferral / active EE | $4,316 | $5,619-23.2% | $5,057-14.7% | $6,688-35.5% |
| Admin fee / account holder | $21,686 | $9,750+122.4% | $8,355+159.6% | $13,397+61.9% |