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 | $80,649 | $99,877-19.3% | $84,966-5.1% | $145,922-44.7% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 19.28% | 83.76%-64.5pp | 66.38%-47.1pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,472 | $3,231-23.5% | $2,727-9.3% | $4,660-46.9% |
| Participant deferral / active EE | $4,368 | $5,291-17.4% | $4,519-3.3% | $6,688-34.7% |
| Admin fee / account holder | $746 | $7,248-89.7% | $6,149-87.9% | $13,397-94.4% |