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 | $36,389 | $88,710-59.0% | $81,783-55.5% | $145,959-75.1% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 11.13% | 1027.26%-1016.1pp | 775.05%-763.9pp | 561.95%-550.8pp |
| Employer contribution / active EE | $746 | $3,083-75.8% | $2,913-74.4% | $4,661-84.0% |
| Participant deferral / active EE | $1,744 | $4,645-62.4% | $4,320-59.6% | $6,689-73.9% |
| Admin fee / account holder | $1,522 | $8,407-81.9% | $7,380-79.4% | $13,398-88.6% |