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 | $34,405 | $100,326-65.7% | $180,183-80.9% | $84,808-59.4% |
| Participation rate | 48.6% | 71.0%-22.4pp | 77.4%-28.9pp | 68.3%-19.7pp |
| Annual return | 52.38% | 17.86%+34.5pp | 27.86%+24.5pp | 40.90%+11.5pp |
| Employer contribution / active EE | $1,170 | $3,269-64.2% | $5,039-76.8% | $2,631-55.5% |
| Participant deferral / active EE | $4,165 | $5,066-17.8% | $6,822-38.9% | $4,212-1.1% |
| Admin fee / account holder | $797 | $9,674-91.8% | $19,975-96.0% | $7,344-89.1% |