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 | $12,470 | $77,899-84.0% | $149,673-91.7% | $75,163-83.4% |
| Participation rate | 33.9% | 65.6%-31.7pp | 78.8%-44.8pp | 67.2%-33.3pp |
| Annual return | 312.24% | 31.72%+280.5pp | 134.42%+177.8pp | 160.62%+151.6pp |
| Employer contribution / active EE | $799 | $3,137-74.5% | $4,818-83.4% | $2,670-70.1% |
| Participant deferral / active EE | $1,496 | $3,411-56.1% | $5,680-73.7% | $4,125-63.7% |
| Admin fee / account holder | $1,232 | $5,956-79.3% | $13,210-90.7% | $5,651-78.2% |