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 | $21,744 | $111,724-80.5% | $93,606-76.8% | $145,922-85.1% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 21.51% | 202.98%-181.5pp | 133.20%-111.7pp | 561.29%-539.8pp |
| Employer contribution / active EE | $2,684 | $3,090-13.1% | $2,420+10.9% | $4,660-42.4% |
| Participant deferral / active EE | $5,914 | $4,912+20.4% | $4,411+34.1% | $6,688-11.6% |
| Admin fee / account holder | $1,211 | $10,250-88.2% | $8,285-85.4% | $13,397-91.0% |