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 | $33,545 | $111,535-69.9% | $105,223-68.1% | $137,256-75.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 25.89% | 237.85%-212.0pp | 180.65%-154.8pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,503 | $3,939-61.8% | $3,689-59.2% | $4,156-63.8% |
| Participant deferral / active EE | $7,661 | $5,500+39.3% | $5,072+51.0% | $6,407+19.6% |
| Admin fee / account holder | $458 | $9,721-95.3% | $8,859-94.8% | $12,270-96.3% |