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 | $40,132 | $100,923-60.2% | $150,045-73.3% | $74,304-46.0% |
| Participation rate | 51.8% | 70.1%-18.3pp | 82.3%-30.5pp | 60.3%-8.5pp |
| Annual return | 37.61% | 51.77%-14.2pp | 62.55%-24.9pp | 29.43%+8.2pp |
| Employer contribution / active EE | $2,306 | $3,463-33.4% | $4,693-50.9% | $2,241+2.9% |
| Participant deferral / active EE | $5,574 | $6,709-16.9% | $7,997-30.3% | $3,767+48.0% |
| Admin fee / account holder | $7,951 | $2,767+187.4% | $13,435-40.8% | $2,969+167.8% |