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 | $29,567 | $111,724-73.5% | $93,606-68.4% | $145,922-79.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 15.41% | 202.98%-187.6pp | 133.20%-117.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $930 | $3,090-69.9% | $2,420-61.6% | $4,660-80.0% |
| Participant deferral / active EE | $2,118 | $4,912-56.9% | $4,411-52.0% | $6,688-68.3% |
| Admin fee / account holder | $1,252 | $10,250-87.8% | $8,285-84.9% | $13,397-90.7% |