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 | $44,621 | $97,125-54.1% | $86,233-48.3% | $137,256-67.5% |
| Participation rate | 23.5% | 74.2%-50.7pp | 69.0%-45.5pp | 80.0%-56.4pp |
| Annual return | 16.52% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $518 | $2,841-81.8% | $2,504-79.3% | $4,156-87.5% |
| Participant deferral / active EE | $2,118 | $5,180-59.1% | $4,559-53.6% | $6,407-66.9% |
| Admin fee / account holder | $2,059 | $9,725-78.8% | $8,342-75.3% | $12,270-83.2% |