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 | $30,856 | $48,795-36.8% | $65,493-52.9% | $84,808-63.6% |
| Participation rate | 48.6% | 67.0%-18.4pp | 73.1%-24.5pp | 68.3%-19.7pp |
| Annual return | 20.95% | 20.20%+0.7pp | 982.45%-961.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,088 | $1,930-43.6% | $2,574-57.7% | $2,631-58.7% |
| Participant deferral / active EE | $2,386 | $2,928-18.5% | $3,961-39.8% | $4,212-43.3% |
| Admin fee / account holder | $366 | $3,877-90.6% | $5,028-92.7% | $7,344-95.0% |