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 | $36,441 | $148,534-75.5% | $135,903-73.2% | $139,434-73.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.61% | 79.19%-58.6pp | 68.23%-47.6pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,142 | $5,243-21.0% | $4,856-14.7% | $4,751-12.8% |
| Participant deferral / active EE | $8,327 | $8,100+2.8% | $7,758+7.3% | $6,710+24.1% |
| Admin fee / account holder | $8,193 | $12,400-33.9% | $10,762-23.9% | $11,403-28.2% |