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 | $63,204 | $83,902-24.7% | $167,512-62.3% | $84,808-25.5% |
| Participation rate | 61.4% | 66.5%-5.1pp | 77.1%-15.7pp | 68.3%-6.9pp |
| Annual return | 15.93% | 91.55%-75.6pp | 1615.79%-1599.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,102 | $2,264-7.2% | $3,882-45.9% | $2,631-20.1% |
| Participant deferral / active EE | $4,219 | $4,442-5.0% | $6,405-34.1% | $4,212+0.2% |
| Admin fee / account holder | $7,086 | $7,915-10.5% | $9,769-27.5% | $7,344-3.5% |