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 | $39,371 | $114,381-65.6% | $107,525-63.4% | $142,382-72.3% |
| Participation rate | 43.8% | 78.1%-34.4pp | 75.1%-31.3pp | 80.1%-36.4pp |
| Annual return | 21.40% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,438 | $4,015-64.2% | $3,754-61.7% | $4,299-66.6% |
| Participant deferral / active EE | $2,632 | $5,564-52.7% | $5,116-48.5% | $6,507-59.5% |
| Admin fee / account holder | $3,124 | $9,860-68.3% | $8,919-65.0% | $12,624-75.2% |