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 | $81,634 | $159,934-49.0% | $147,005-44.5% | $145,959-44.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.20% | 98.24%-88.0pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,625 | $5,287-69.3% | $4,934-67.1% | $4,661-65.1% |
| Participant deferral / active EE | $6,500 | $8,427-22.9% | $8,070-19.5% | $6,689-2.8% |
| Admin fee / account holder | $336 | $15,053-97.8% | $13,006-97.4% | $13,398-97.5% |