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 | $52,431 | $202,432-74.1% | $169,368-69.0% | $139,434-62.4% |
| Participation rate | 55.6% | 81.1%-25.5pp | 77.1%-21.6pp | 80.3%-24.8pp |
| Annual return | 15.35% | 531.74%-516.4pp | 405.60%-390.2pp | 372.94%-357.6pp |
| Employer contribution / active EE | $835 | $4,692-82.2% | $4,013-79.2% | $4,751-82.4% |
| Participant deferral / active EE | $2,229 | $6,938-67.9% | $6,221-64.2% | $6,710-66.8% |
| Admin fee / account holder | $8,355 | $10,708-22.0% | $9,003-7.2% | $11,403-26.7% |