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 | $48,487 | $58,208-16.7% | $81,812-40.7% | $80,856-40.0% |
| Participation rate | 6.6% | 63.4%-56.8pp | 72.3%-65.8pp | 67.6%-61.0pp |
| Annual return | 11.64% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-24.0pp |
| Employer contribution / active EE | $548 | $2,340-76.6% | $2,912-81.2% | $2,755-80.1% |
| Participant deferral / active EE | $1,177 | $3,281-64.1% | $4,319-72.7% | $4,296-72.6% |
| Admin fee / account holder | $9,573 | $4,981+92.2% | $7,386+29.6% | $6,918+38.4% |