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 | $39,512 | $117,841-66.5% | $102,423-61.4% | $145,922-72.9% |
| Participation rate | 57.9% | 78.6%-20.7pp | 76.5%-18.6pp | 80.3%-22.4pp |
| Annual return | 12.08% | 31.65%-19.6pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,449 | $3,615-59.9% | $3,023-52.1% | $4,660-68.9% |
| Participant deferral / active EE | $2,790 | $5,731-51.3% | $5,053-44.8% | $6,688-58.3% |
| Admin fee / account holder | $3,111 | $13,326-76.7% | $9,451-67.1% | $13,397-76.8% |