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 | $46,259 | $159,901-71.1% | $146,958-68.5% | $145,922-68.3% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 20.00% | 98.13%-78.1pp | 418.34%-398.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,451 | $5,286-53.6% | $4,933-50.3% | $4,660-47.4% |
| Participant deferral / active EE | $4,247 | $8,428-49.6% | $8,070-47.4% | $6,688-36.5% |
| Admin fee / account holder | $1,119 | $15,044-92.6% | $12,998-91.4% | $13,397-91.6% |