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 | $25,690 | $74,888-65.7% | $71,209-63.9% | $142,382-82.0% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 22.11% | 345.14%-323.0pp | 282.51%-260.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,537 | $2,854-11.1% | $2,721-6.8% | $4,299-41.0% |
| Participant deferral / active EE | $7,109 | $4,454+59.6% | $4,175+70.3% | $6,507+9.2% |
| Admin fee / account holder | $1,684 | $5,568-69.8% | $5,349-68.5% | $12,624-86.7% |