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 | $40,571 | $108,912-62.7% | $100,383-59.6% | $145,959-72.2% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 14.78% | 57.96%-43.2pp | 49.26%-34.5pp | 561.95%-547.2pp |
| Employer contribution / active EE | $3,384 | $4,423-23.5% | $3,944-14.2% | $4,661-27.4% |
| Participant deferral / active EE | $8,063 | $8,451-4.6% | $8,086-0.3% | $6,689+20.5% |
| Admin fee / account holder | $4,403 | $9,690-54.6% | $7,900-44.3% | $13,398-67.1% |