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 | $7,672 | $96,635-92.1% | $86,612-91.1% | $139,434-94.5% |
| Participation rate | 64.3% | 74.4%-10.1pp | 71.7%-7.4pp | 80.3%-16.0pp |
| Annual return | 24.15% | 106.41%-82.3pp | 591.07%-566.9pp | 372.94%-348.8pp |
| Employer contribution / active EE | $821 | $3,263-74.9% | $3,022-72.9% | $4,751-82.7% |
| Participant deferral / active EE | $2,543 | $4,836-47.4% | $4,438-42.7% | $6,710-62.1% |
| Admin fee / account holder | $1,508 | $6,408-76.5% | $5,614-73.1% | $11,403-86.8% |