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 | $12,883 | $104,974-87.7% | $95,585-86.5% | $142,382-91.0% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 27.34% | 210.33%-183.0pp | 38.56%-11.2pp | 217.08%-189.7pp |
| Employer contribution / active EE | $525 | $2,779-81.1% | $2,527-79.2% | $4,299-87.8% |
| Participant deferral / active EE | $2,445 | $4,352-43.8% | $4,023-39.2% | $6,507-62.4% |
| Admin fee / account holder | $3,603 | $6,386-43.6% | $6,127-41.2% | $12,624-71.5% |