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 | $40,701 | $24,730+64.6% | $66,042-38.4% | $84,808-52.0% |
| Participation rate | 20.4% | 68.1%-47.7pp | 67.5%-47.1pp | 68.3%-47.9pp |
| Annual return | 20.97% | 79.55%-58.6pp | 52.11%-31.1pp | 40.90%-19.9pp |
| Employer contribution / active EE | $515 | $857-39.9% | $1,579-67.4% | $2,631-80.4% |
| Participant deferral / active EE | $1,740 | $1,737+0.2% | $2,835-38.6% | $4,212-58.7% |
| Admin fee / account holder | $1,546 | $3,014-48.7% | $5,747-73.1% | $7,344-78.9% |