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 | $12,029 | $74,888-83.9% | $71,209-83.1% | $142,382-91.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 22.93% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,334 | $2,854-53.3% | $2,721-51.0% | $4,299-69.0% |
| Participant deferral / active EE | $3,054 | $4,454-31.4% | $4,175-26.9% | $6,507-53.1% |
| Admin fee / account holder | $878 | $5,568-84.2% | $5,349-83.6% | $12,624-93.0% |