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 | $46,967 | $58,208-19.3% | $81,812-42.6% | $80,856-41.9% |
| Participation rate | 60.7% | 63.4%-2.8pp | 72.3%-11.7pp | 67.6%-7.0pp |
| Annual return | 22.02% | 41.66%-19.6pp | 773.79%-751.8pp | 35.59%-13.6pp |
| Employer contribution / active EE | $4,318 | $2,340+84.5% | $2,912+48.3% | $2,755+56.8% |
| Participant deferral / active EE | $2,554 | $3,281-22.1% | $4,319-40.9% | $4,296-40.5% |
| Admin fee / account holder | $12,416 | $4,981+149.3% | $7,386+68.1% | $6,918+79.5% |