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 | $18,822 | $110,261-82.9% | $95,745-80.3% | $139,434-86.5% |
| Participation rate | 55.6% | 75.8%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 44.26% | 27.11%+17.2pp | 28.35%+15.9pp | 372.94%-328.7pp |
| Employer contribution / active EE | $1,295 | $3,257-60.3% | $2,835-54.3% | $4,751-72.7% |
| Participant deferral / active EE | $5,922 | $4,676+26.6% | $4,245+39.5% | $6,710-11.8% |
| Admin fee / account holder | $624 | $6,613-90.6% | $5,678-89.0% | $11,403-94.5% |