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 3-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 | $26,458 | $111,814-76.3% | $93,654-71.7% | $145,959-81.9% |
| Participation rate | 31.8% | 74.2%-42.4pp | 68.7%-36.9pp | 80.3%-48.5pp |
| Annual return | 12.94% | 203.30%-190.4pp | 133.34%-120.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $738 | $3,092-76.1% | $2,421-69.5% | $4,661-84.2% |
| Participant deferral / active EE | $1,368 | $4,914-72.2% | $4,413-69.0% | $6,689-79.6% |
| Admin fee / account holder | $828 | $10,246-91.9% | $8,282-90.0% | $13,398-93.8% |