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 | $40,501 | $106,749-62.1% | $145,433-72.2% | $82,448-50.9% |
| Participation rate | 67.4% | 75.6%-8.3pp | 82.1%-14.7pp | 68.1%-0.7pp |
| Annual return | 134.10% | 27.59%+106.5pp | 66.58%+67.5pp | 41.64%+92.5pp |
| Employer contribution / active EE | $2,088 | $3,444-39.4% | $4,554-54.1% | $2,551-18.1% |
| Participant deferral / active EE | $3,376 | $6,519-48.2% | $7,897-57.3% | $4,139-18.5% |
| Admin fee / account holder | $1,286 | $8,390-84.7% | $13,129-90.2% | $7,234-82.2% |