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 | $24,536 | $93,571-73.8% | $135,903-81.9% | $75,163-67.4% |
| Participation rate | 46.9% | 75.2%-28.3pp | 81.9%-35.0pp | 67.2%-20.3pp |
| Annual return | 52.92% | 30.90%+22.0pp | 68.23%-15.3pp | 160.62%-107.7pp |
| Employer contribution / active EE | $1,693 | $3,537-52.1% | $4,856-65.1% | $2,670-36.6% |
| Participant deferral / active EE | $4,553 | $6,404-28.9% | $7,758-41.3% | $4,125+10.4% |
| Admin fee / account holder | $1,675 | $6,975-76.0% | $10,762-84.4% | $5,651-70.4% |