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 | $57,346 | $108,912-47.3% | $100,383-42.9% | $145,959-60.7% |
| Participation rate | 18.2% | 83.0%-64.8pp | 81.5%-63.3pp | 80.3%-62.1pp |
| Annual return | 11.04% | 57.96%-46.9pp | 49.26%-38.2pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,153 | $4,423-73.9% | $3,944-70.8% | $4,661-75.3% |
| Participant deferral / active EE | $5,962 | $8,451-29.5% | $8,086-26.3% | $6,689-10.9% |
| Admin fee / account holder | $2,386 | $9,690-75.4% | $7,900-69.8% | $13,398-82.2% |