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 | $90,348-66.5% | $75,972-60.2% | $145,922-79.3% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 14.22% | 620.88%-606.7pp | 359.55%-345.3pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,205 | $3,311-63.6% | $2,685-55.1% | $4,660-74.1% |
| Participant deferral / active EE | $2,576 | $5,162-50.1% | $4,255-39.5% | $6,688-61.5% |
| Admin fee / account holder | $1,935 | $8,467-77.1% | $6,467-70.1% | $13,397-85.6% |