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 | $47,229 | $214,378-78.0% | $200,582-76.5% | $142,382-66.8% |
| Participation rate | 41.7% | 87.4%-45.8pp | 86.9%-45.2pp | 80.1%-38.5pp |
| Annual return | 40.68% | 46.41%-5.7pp | 42.33%-1.7pp | 217.08%-176.4pp |
| Employer contribution / active EE | $3,212 | $6,841-53.1% | $6,419-50.0% | $4,299-25.3% |
| Participant deferral / active EE | $6,628 | $9,865-32.8% | $9,331-29.0% | $6,507+1.9% |
| Admin fee / account holder | $1,030 | $17,692-94.2% | $16,305-93.7% | $12,624-91.8% |