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 | $11,922 | $111,754-89.3% | $103,333-88.5% | $145,922-91.8% |
| Participation rate | 54.5% | 77.9%-23.4pp | 74.5%-20.0pp | 80.3%-25.7pp |
| Annual return | 52.46% | 24.77%+27.7pp | 24.88%+27.6pp | 561.29%-508.8pp |
| Employer contribution / active EE | $1,326 | $4,212-68.5% | $3,868-65.7% | $4,660-71.5% |
| Participant deferral / active EE | $1,785 | $5,619-68.2% | $5,057-64.7% | $6,688-73.3% |
| Admin fee / account holder | $1,282 | $9,750-86.9% | $8,355-84.7% | $13,397-90.4% |