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 | $24,297 | $154,117-84.2% | $129,995-81.3% | $139,434-82.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 26.08% | 32.48%-6.4pp | -137.18%+163.3pp | 372.94%-346.9pp |
| Employer contribution / active EE | $3,068 | $5,289-42.0% | $4,320-29.0% | $4,751-35.4% |
| Participant deferral / active EE | $5,728 | $6,710-14.6% | $5,820-1.6% | $6,710-14.6% |
| Admin fee / account holder | $5,493 | $14,007-60.8% | $10,614-48.2% | $11,403-51.8% |