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 | $26,435 | $104,974-74.8% | $95,585-72.3% | $142,382-81.4% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.1%-52.1pp | 80.1%-60.1pp |
| Annual return | 34.56% | 210.33%-175.8pp | 38.56%-4.0pp | 217.08%-182.5pp |
| Employer contribution / active EE | $1,265 | $2,779-54.5% | $2,527-49.9% | $4,299-70.6% |
| Participant deferral / active EE | $1,988 | $4,352-54.3% | $4,023-50.6% | $6,507-69.5% |
| Admin fee / account holder | $673 | $6,386-89.5% | $6,127-89.0% | $12,624-94.7% |