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 | $40,823 | $133,922-69.5% | $116,228-64.9% | $142,382-71.3% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.6%-19.0pp | 80.1%-24.6pp |
| Annual return | 19.12% | 147.76%-128.6pp | 90.06%-70.9pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,942 | $3,446-43.6% | $2,994-35.1% | $4,299-54.8% |
| Participant deferral / active EE | $3,597 | $5,672-36.6% | $4,953-27.4% | $6,507-44.7% |
| Admin fee / account holder | $2,051 | $14,945-86.3% | $11,989-82.9% | $12,624-83.8% |