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 | $7,775 | $99,877-92.2% | $84,966-90.8% | $145,922-94.7% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-21.9pp |
| Annual return | 11.22% | 83.76%-72.5pp | 66.38%-55.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $896 | $3,231-72.3% | $2,727-67.1% | $4,660-80.8% |
| Participant deferral / active EE | $930 | $5,291-82.4% | $4,519-79.4% | $6,688-86.1% |
| Admin fee / account holder | $2,581 | $7,248-64.4% | $6,149-58.0% | $13,397-80.7% |