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 | $77,621 | $83,902-7.5% | $167,512-53.7% | $84,808-8.5% |
| Participation rate | 54.1% | 66.5%-12.4pp | 77.1%-23.0pp | 68.3%-14.3pp |
| Annual return | 16.18% | 91.55%-75.4pp | 1615.79%-1599.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,550 | $2,264-31.5% | $3,882-60.1% | $2,631-41.1% |
| Participant deferral / active EE | $3,653 | $4,442-17.8% | $6,405-43.0% | $4,212-13.3% |
| Admin fee / account holder | $3,380 | $7,915-57.3% | $9,769-65.4% | $7,344-54.0% |