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 | $51,885 | $126,574-59.0% | $106,213-51.2% | $145,922-64.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 14.34% | 224.79%-210.4pp | 116.14%-101.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,082 | $3,730-17.4% | $3,171-2.8% | $4,660-33.9% |
| Participant deferral / active EE | $7,237 | $5,724+26.4% | $5,016+44.3% | $6,688+8.2% |
| Admin fee / account holder | $4,140 | $17,304-76.1% | $11,033-62.5% | $13,397-69.1% |