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 | $28,053 | $210,648-86.7% | $177,989-84.2% | $145,922-80.8% |
| Participation rate | 46.7% | 80.8%-34.1pp | 77.1%-30.4pp | 80.3%-33.6pp |
| Annual return | 15.24% | 385.86%-370.6pp | 294.48%-279.2pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,431 | $4,565-68.7% | $3,949-63.8% | $4,660-69.3% |
| Participant deferral / active EE | $2,496 | $6,958-64.1% | $6,276-60.2% | $6,688-62.7% |
| Admin fee / account holder | $410 | $12,013-96.6% | $10,363-96.0% | $13,397-96.9% |