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 3-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 | $69,668 | $53,516+30.2% | $126,539-44.9% | $84,808-17.9% |
| Participation rate | 35.7% | 58.2%-22.5pp | 69.8%-34.1pp | 68.3%-32.6pp |
| Annual return | 16.79% | 58.34%-41.6pp | 425.95%-409.2pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,464 | $1,535-4.6% | $3,674-60.2% | $2,631-44.4% |
| Participant deferral / active EE | $2,422 | $2,671-9.3% | $4,083-40.7% | $4,212-42.5% |
| Admin fee / account holder | $1,777 | $4,497-60.5% | $6,065-70.7% | $7,344-75.8% |