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 | $7,717 | $99,877-92.3% | $84,966-90.9% | $145,922-94.7% |
| Participation rate | 41.2% | 74.1%-32.9pp | 67.5%-26.3pp | 80.3%-39.1pp |
| Annual return | 13.88% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $833 | $3,231-74.2% | $2,727-69.5% | $4,660-82.1% |
| Participant deferral / active EE | $1,638 | $5,291-69.0% | $4,519-63.7% | $6,688-75.5% |
| Admin fee / account holder | $2,610 | $7,248-64.0% | $6,149-57.6% | $13,397-80.5% |