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 | $19,101 | $109,982-82.6% | $97,226-80.4% | $145,922-86.9% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 17.90% | 242.90%-225.0pp | 75.13%-57.2pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,266 | $3,084-59.0% | $2,729-53.6% | $4,660-72.8% |
| Participant deferral / active EE | $2,892 | $4,676-38.2% | $4,264-32.2% | $6,688-56.8% |
| Admin fee / account holder | $645 | $6,221-89.6% | $5,654-88.6% | $13,397-95.2% |