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 | $19,587 | $148,534-86.8% | $135,903-85.6% | $139,434-86.0% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 44.31% | 79.19%-34.9pp | 68.23%-23.9pp | 372.94%-328.6pp |
| Employer contribution / active EE | $1,083 | $5,243-79.3% | $4,856-77.7% | $4,751-77.2% |
| Participant deferral / active EE | $4,643 | $8,100-42.7% | $7,758-40.1% | $6,710-30.8% |
| Admin fee / account holder | $8,272 | $12,400-33.3% | $10,762-23.1% | $11,403-27.5% |