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 | $10,912 | $58,234-81.3% | $81,783-86.7% | $80,874-86.5% |
| Participation rate | 52.0% | 63.4%-11.4pp | 72.4%-20.4pp | 67.6%-15.6pp |
| Annual return | 13.54% | 41.70%-28.2pp | 775.05%-761.5pp | 35.62%-22.1pp |
| Employer contribution / active EE | $1,209 | $2,341-48.3% | $2,913-58.5% | $2,756-56.1% |
| Participant deferral / active EE | $1,956 | $3,283-40.4% | $4,320-54.7% | $4,297-54.5% |
| Admin fee / account holder | $1,658 | $4,982-66.7% | $7,380-77.5% | $6,935-76.1% |