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 | $7,769 | $90,348-91.4% | $75,972-89.8% | $145,922-94.7% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 17.74% | 620.88%-603.1pp | 359.55%-341.8pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,102 | $3,311-66.7% | $2,685-59.0% | $4,660-76.4% |
| Participant deferral / active EE | $3,210 | $5,162-37.8% | $4,255-24.6% | $6,688-52.0% |
| Admin fee / account holder | $4,739 | $8,467-44.0% | $6,467-26.7% | $13,397-64.6% |