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 | $44,908 | $177,572-74.7% | $154,803-71.0% | $142,382-68.5% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.1%-33.6pp | 80.1%-35.7pp |
| Annual return | 40.66% | 65.07%-24.4pp | 58.88%-18.2pp | 217.08%-176.4pp |
| Employer contribution / active EE | $10,560 | $4,810+119.5% | $4,305+145.3% | $4,299+145.6% |
| Participant deferral / active EE | $3,791 | $6,272-39.6% | $5,540-31.6% | $6,507-41.7% |
| Admin fee / account holder | $767 | $16,786-95.4% | $14,329-94.6% | $12,624-93.9% |