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 | $26,295 | $148,534-82.3% | $135,903-80.7% | $139,434-81.1% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 34.12% | 79.19%-45.1pp | 68.23%-34.1pp | 372.94%-338.8pp |
| Employer contribution / active EE | $2,525 | $5,243-51.8% | $4,856-48.0% | $4,751-46.8% |
| Participant deferral / active EE | $7,110 | $8,100-12.2% | $7,758-8.4% | $6,710+6.0% |
| Admin fee / account holder | $711 | $12,400-94.3% | $10,762-93.4% | $11,403-93.8% |