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 | $46,650 | $104,974-55.6% | $95,585-51.2% | $142,382-67.2% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 24.64% | 210.33%-185.7pp | 38.56%-13.9pp | 217.08%-192.4pp |
| Employer contribution / active EE | $1,397 | $2,779-49.7% | $2,527-44.7% | $4,299-67.5% |
| Participant deferral / active EE | $8,166 | $4,352+87.6% | $4,023+103.0% | $6,507+25.5% |
| Admin fee / account holder | $2,225 | $6,386-65.2% | $6,127-63.7% | $12,624-82.4% |