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 | $22,805 | $101,618-77.6% | $93,063-75.5% | $137,256-83.4% |
| Participation rate | 28.6% | 74.9%-46.4pp | 72.1%-43.5pp | 80.0%-51.4pp |
| Annual return | 17.13% | 223.95%-206.8pp | 34.15%-17.0pp | 220.34%-203.2pp |
| Employer contribution / active EE | $372 | $2,707-86.2% | $2,476-85.0% | $4,156-91.0% |
| Participant deferral / active EE | $966 | $4,279-77.4% | $3,958-75.6% | $6,407-84.9% |
| Admin fee / account holder | $1,239 | $6,198-80.0% | $6,033-79.5% | $12,270-89.9% |