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 | $41,938 | $58,208-28.0% | $81,812-48.7% | $80,856-48.1% |
| Participation rate | 9.3% | 63.4%-54.1pp | 72.3%-63.1pp | 67.6%-58.4pp |
| Annual return | 33.24% | 41.66%-8.4pp | 773.79%-740.6pp | 35.59%-2.4pp |
| Employer contribution / active EE | $427 | $2,340-81.7% | $2,912-85.3% | $2,755-84.5% |
| Participant deferral / active EE | $768 | $3,281-76.6% | $4,319-82.2% | $4,296-82.1% |
| Admin fee / account holder | $805 | $4,981-83.8% | $7,386-89.1% | $6,918-88.4% |