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 | $53,827 | $132,634-59.4% | $115,768-53.5% | $137,256-60.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 20.26% | 160.70%-140.4pp | 100.46%-80.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,531 | $3,360-54.4% | $2,940-47.9% | $4,156-63.2% |
| Participant deferral / active EE | $2,583 | $5,619-54.0% | $4,917-47.5% | $6,407-59.7% |
| Admin fee / account holder | $471 | $15,028-96.9% | $12,439-96.2% | $12,270-96.2% |