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 | $46,428 | $111,535-58.4% | $105,223-55.9% | $137,256-66.2% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 80.0%-41.5pp |
| Annual return | 19.30% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,144 | $3,939-71.0% | $3,689-69.0% | $4,156-72.5% |
| Participant deferral / active EE | $3,356 | $5,500-39.0% | $5,072-33.8% | $6,407-47.6% |
| Admin fee / account holder | $417 | $9,721-95.7% | $8,859-95.3% | $12,270-96.6% |