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 | $33,122 | $99,877-66.8% | $84,966-61.0% | $145,922-77.3% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 22.40% | 83.76%-61.4pp | 66.38%-44.0pp | 561.29%-538.9pp |
| Employer contribution / active EE | $1,188 | $3,231-63.2% | $2,727-56.5% | $4,660-74.5% |
| Participant deferral / active EE | $4,045 | $5,291-23.5% | $4,519-10.5% | $6,688-39.5% |
| Admin fee / account holder | $2,068 | $7,248-71.5% | $6,149-66.4% | $13,397-84.6% |