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 | $90,536 | $114,381-20.8% | $107,525-15.8% | $142,382-36.4% |
| Participation rate | 26.3% | 78.1%-51.8pp | 75.1%-48.8pp | 80.1%-53.8pp |
| Annual return | 12.94% | 242.71%-229.8pp | 181.32%-168.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $863 | $4,015-78.5% | $3,754-77.0% | $4,299-79.9% |
| Participant deferral / active EE | $3,406 | $5,564-38.8% | $5,116-33.4% | $6,507-47.7% |
| Admin fee / account holder | $1,500 | $9,860-84.8% | $8,919-83.2% | $12,624-88.1% |