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 | $54,384 | $117,983-53.9% | $101,794-46.6% | $142,382-61.8% |
| Participation rate | 13.6% | 74.2%-60.6pp | 69.2%-55.5pp | 80.1%-66.5pp |
| Annual return | 28.27% | 36.92%-8.7pp | 30.53%-2.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $696 | $2,773-74.9% | $2,289-69.6% | $4,299-83.8% |
| Participant deferral / active EE | $1,889 | $4,714-59.9% | $4,084-53.7% | $6,507-71.0% |
| Admin fee / account holder | $1,782 | $10,433-82.9% | $8,777-79.7% | $12,624-85.9% |