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 | $37,173 | $180,749-79.4% | $160,784-76.9% | $137,256-72.9% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 22.05% | 2234.46%-2212.4pp | 1803.92%-1781.9pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,046 | $4,155-50.8% | $3,733-45.2% | $4,156-50.8% |
| Participant deferral / active EE | $4,226 | $6,844-38.3% | $6,293-32.9% | $6,407-34.0% |
| Admin fee / account holder | $1,211 | $10,397-88.4% | $9,717-87.5% | $12,270-90.1% |