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 | $58,623 | $72,071-18.7% | $68,368-14.3% | $137,256-57.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 30.12% | 353.14%-323.0pp | 292.57%-262.5pp | 220.34%-190.2pp |
| Employer contribution / active EE | $2,704 | $2,788-3.0% | $2,649+2.1% | $4,156-34.9% |
| Participant deferral / active EE | $8,630 | $4,410+95.7% | $4,123+109.3% | $6,407+34.7% |
| Admin fee / account holder | $2,283 | $5,336-57.2% | $5,150-55.7% | $12,270-81.4% |