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 | $30,254 | $90,397-66.5% | $76,002-60.2% | $145,959-79.3% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 14.22% | 621.97%-607.8pp | 360.07%-345.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,205 | $3,317-63.7% | $2,688-55.2% | $4,661-74.2% |
| Participant deferral / active EE | $2,576 | $5,163-50.1% | $4,257-39.5% | $6,689-61.5% |
| Admin fee / account holder | $1,935 | $8,369-76.9% | $6,414-69.8% | $13,398-85.6% |