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 | $73,878 | $149,040-50.4% | $120,225-38.6% | $137,256-46.2% |
| Participation rate | 42.9% | 75.4%-32.6pp | 69.6%-26.7pp | 80.0%-37.1pp |
| Annual return | 18.56% | 605.68%-587.1pp | 439.23%-420.7pp | 220.34%-201.8pp |
| Employer contribution / active EE | $762 | $4,350-82.5% | $3,475-78.1% | $4,156-81.7% |
| Participant deferral / active EE | $3,718 | $4,655-20.1% | $3,999-7.0% | $6,407-42.0% |
| Admin fee / account holder | $469 | $6,348-92.6% | $5,696-91.8% | $12,270-96.2% |