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 | $90,301 | $183,519-50.8% | $155,509-41.9% | $145,922-38.1% |
| Participation rate | 52.2% | 82.7%-30.5pp | 78.2%-26.0pp | 80.3%-28.1pp |
| Annual return | 41.23% | 61.17%-19.9pp | 64.67%-23.4pp | 561.29%-520.1pp |
| Employer contribution / active EE | $4,233 | $5,313-20.3% | $4,672-9.4% | $4,660-9.1% |
| Participant deferral / active EE | $5,000 | $6,462-22.6% | $5,626-11.1% | $6,688-25.2% |
| Admin fee / account holder | $1,901 | $19,313-90.2% | $15,912-88.1% | $13,397-85.8% |