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 | $24,554 | $86,891-71.7% | $142,449-82.8% | $75,163-67.3% |
| Participation rate | 35.1% | 68.5%-33.4pp | 76.8%-41.6pp | 67.2%-32.1pp |
| Annual return | 85.84% | 23.31%+62.5pp | 19.99%+65.8pp | 160.62%-74.8pp |
| Employer contribution / active EE | $1,748 | $3,355-47.9% | $4,847-63.9% | $2,670-34.5% |
| Participant deferral / active EE | $2,865 | $4,938-42.0% | $6,283-54.4% | $4,125-30.5% |
| Admin fee / account holder | $703 | $7,299-90.4% | $10,011-93.0% | $5,651-87.6% |