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 | $19,597 | $74,888-73.8% | $71,209-72.5% | $142,382-86.2% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 20.27% | 345.14%-324.9pp | 282.51%-262.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,457 | $2,854-49.0% | $2,721-46.5% | $4,299-66.1% |
| Participant deferral / active EE | $3,519 | $4,454-21.0% | $4,175-15.7% | $6,507-45.9% |
| Admin fee / account holder | $2,899 | $5,568-47.9% | $5,349-45.8% | $12,624-77.0% |