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 | $12,864 | $85,022-84.9% | $70,515-81.8% | $139,434-90.8% |
| Participation rate | 63.6% | 73.9%-10.3pp | 68.3%-4.7pp | 80.3%-16.7pp |
| Annual return | 24.52% | 30.38%-5.9pp | 32.77%-8.3pp | 372.94%-348.4pp |
| Employer contribution / active EE | $1,034 | $3,909-73.6% | $2,973-65.2% | $4,751-78.2% |
| Participant deferral / active EE | $3,658 | $5,890-37.9% | $4,567-19.9% | $6,710-45.5% |
| Admin fee / account holder | $1,335 | $8,906-85.0% | $6,412-79.2% | $11,403-88.3% |