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 3-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 | $23,640 | $127,065-81.4% | $113,168-79.1% | $142,382-83.4% |
| Participation rate | 63.2% | 79.2%-16.0pp | 76.6%-13.4pp | 80.1%-17.0pp |
| Annual return | 73.33% | 24.03%+49.3pp | 24.27%+49.1pp | 217.08%-143.7pp |
| Employer contribution / active EE | $2,109 | $3,442-38.7% | $2,975-29.1% | $4,299-50.9% |
| Participant deferral / active EE | $2,543 | $5,716-55.5% | $5,107-50.2% | $6,507-60.9% |
| Admin fee / account holder | $1,697 | $15,736-89.2% | $12,068-85.9% | $12,624-86.6% |