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 | $21,590 | $111,724-80.7% | $93,606-76.9% | $145,922-85.2% |
| Participation rate | 47.8% | 74.2%-26.4pp | 68.7%-20.9pp | 80.3%-32.5pp |
| Annual return | 15.81% | 202.98%-187.2pp | 133.20%-117.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $895 | $3,090-71.0% | $2,420-63.0% | $4,660-80.8% |
| Participant deferral / active EE | $3,554 | $4,912-27.6% | $4,411-19.4% | $6,688-46.9% |
| Admin fee / account holder | $323 | $10,250-96.8% | $8,285-96.1% | $13,397-97.6% |