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 | $111,535-18.8% | $105,223-14.0% | $137,256-34.0% |
| Participation rate | 26.3% | 78.1%-51.8pp | 75.0%-48.7pp | 80.0%-53.6pp |
| Annual return | 12.94% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $863 | $3,939-78.1% | $3,689-76.6% | $4,156-79.2% |
| Participant deferral / active EE | $3,406 | $5,500-38.1% | $5,072-32.8% | $6,407-46.8% |
| Admin fee / account holder | $1,500 | $9,721-84.6% | $8,859-83.1% | $12,270-87.8% |