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 | $52,353+33.1% | $120,225-42.1% | $82,448-15.5% |
| Participation rate | 35.7% | 58.3%-22.6pp | 69.6%-33.9pp | 68.1%-32.4pp |
| Annual return | 16.79% | 61.85%-45.1pp | 439.23%-422.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,464 | $1,510-3.0% | $3,475-57.9% | $2,551-42.6% |
| Participant deferral / active EE | $2,422 | $2,627-7.8% | $3,999-39.4% | $4,139-41.5% |
| Admin fee / account holder | $1,777 | $4,363-59.3% | $5,696-68.8% | $7,234-75.4% |