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 | $36,487 | $111,814-67.4% | $93,654-61.0% | $145,959-75.0% |
| Participation rate | 56.5% | 74.2%-17.7pp | 68.7%-12.2pp | 80.3%-23.8pp |
| Annual return | 12.88% | 203.30%-190.4pp | 133.34%-120.5pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,504 | $3,092-51.4% | $2,421-37.9% | $4,661-67.7% |
| Participant deferral / active EE | $5,586 | $4,914+13.7% | $4,413+26.6% | $6,689-16.5% |
| Admin fee / account holder | $1,899 | $10,246-81.5% | $8,282-77.1% | $13,398-85.8% |