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 | $21,753 | $97,125-77.6% | $86,233-74.8% | $137,256-84.2% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.0%-15.2pp | 80.0%-26.1pp |
| Annual return | 15.16% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,422 | $2,841-50.0% | $2,504-43.2% | $4,156-65.8% |
| Participant deferral / active EE | $1,623 | $5,180-68.7% | $4,559-64.4% | $6,407-74.7% |
| Admin fee / account holder | $736 | $9,725-92.4% | $8,342-91.2% | $12,270-94.0% |