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 | $26,796 | $102,317-73.8% | $146,958-81.8% | $80,856-66.9% |
| Participation rate | 62.1% | 75.8%-13.8pp | 82.2%-20.1pp | 67.6%-5.6pp |
| Annual return | 18.35% | 134.76%-116.4pp | 418.34%-400.0pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,425 | $3,713-34.7% | $4,933-50.8% | $2,755-12.0% |
| Participant deferral / active EE | $5,333 | $6,644-19.7% | $8,070-33.9% | $4,296+24.2% |
| Admin fee / account holder | $1,802 | $7,941-77.3% | $12,998-86.1% | $6,918-74.0% |