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 | $50,769 | $70,606-28.1% | $53,898-5.8% | $142,382-64.3% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 18.12% | 619.81%-601.7pp | 528.60%-510.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,290 | $1,202+7.3% | $932+38.4% | $4,299-70.0% |
| Participant deferral / active EE | $5,210 | $2,364+120.4% | $1,826+185.3% | $6,507-19.9% |
| Admin fee / account holder | $3,875 | $2,852+35.9% | $2,491+55.6% | $12,624-69.3% |