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 | $48,505 | $158,398-69.4% | $126,539-61.7% | $142,382-65.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 15.38% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $984 | $4,650-78.8% | $3,674-73.2% | $4,299-77.1% |
| Participant deferral / active EE | $5,664 | $4,767+18.8% | $4,083+38.7% | $6,507-13.0% |
| Admin fee / account holder | $5,254 | $6,918-24.1% | $6,065-13.4% | $12,624-58.4% |