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 | $60,006 | $111,754-46.3% | $103,333-41.9% | $145,922-58.9% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 13.06% | 24.77%-11.7pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,426 | $4,212-42.4% | $3,868-37.3% | $4,660-47.9% |
| Participant deferral / active EE | $4,462 | $5,619-20.6% | $5,057-11.8% | $6,688-33.3% |
| Admin fee / account holder | $2,909 | $9,750-70.2% | $8,355-65.2% | $13,397-78.3% |