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 | $44,814 | $74,888-40.2% | $71,209-37.1% | $142,382-68.5% |
| Participation rate | 27.8% | 76.2%-48.4pp | 73.8%-46.0pp | 80.1%-52.3pp |
| Annual return | 22.08% | 345.14%-323.1pp | 282.51%-260.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $393 | $2,854-86.2% | $2,721-85.6% | $4,299-90.9% |
| Participant deferral / active EE | $2,538 | $4,454-43.0% | $4,175-39.2% | $6,507-61.0% |
| Admin fee / account holder | $1,203 | $5,568-78.4% | $5,349-77.5% | $12,624-90.5% |