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 | $20,911 | $126,574-83.5% | $106,213-80.3% | $145,922-85.7% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-21.9pp |
| Annual return | 11.34% | 224.79%-213.4pp | 116.14%-104.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,129 | $3,730-69.7% | $3,171-64.4% | $4,660-75.8% |
| Participant deferral / active EE | $2,149 | $5,724-62.5% | $5,016-57.2% | $6,688-67.9% |
| Admin fee / account holder | $5,380 | $17,304-68.9% | $11,033-51.2% | $13,397-59.8% |