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 | $38,837 | $214,378-81.9% | $200,582-80.6% | $142,382-72.7% |
| Participation rate | 52.6% | 87.4%-34.8pp | 86.9%-34.3pp | 80.1%-27.5pp |
| Annual return | 19.99% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,267 | $6,841-66.9% | $6,419-64.7% | $4,299-47.3% |
| Participant deferral / active EE | $3,230 | $9,865-67.3% | $9,331-65.4% | $6,507-50.4% |
| Admin fee / account holder | $559 | $17,692-96.8% | $16,305-96.6% | $12,624-95.6% |