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 5-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 | $33,450 | $165,984-79.8% | $164,813-79.7% | $145,922-77.1% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-26.9pp |
| Annual return | 16.06% | 100.03%-84.0pp | 69.93%-53.9pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,577 | $5,273-51.1% | $4,341-40.6% | $4,660-44.7% |
| Participant deferral / active EE | $2,577 | $6,959-63.0% | $6,031-57.3% | $6,688-61.5% |
| Admin fee / account holder | $6,206 | $16,648-62.7% | $12,690-51.1% | $13,397-53.7% |