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 | $16,692 | $183,519-90.9% | $155,509-89.3% | $145,922-88.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.13% | 61.17%-43.0pp | 64.67%-46.5pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,469 | $5,313-72.4% | $4,672-68.6% | $4,660-68.5% |
| Participant deferral / active EE | $5,765 | $6,462-10.8% | $5,626+2.5% | $6,688-13.8% |
| Admin fee / account holder | $624 | $19,313-96.8% | $15,912-96.1% | $13,397-95.3% |