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 | $65,273 | $133,922-51.3% | $116,228-43.8% | $142,382-54.2% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.6%-19.6pp | 80.1%-25.1pp |
| Annual return | 16.53% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,264 | $3,446-34.3% | $2,994-24.4% | $4,299-47.3% |
| Participant deferral / active EE | $5,572 | $5,672-1.8% | $4,953+12.5% | $6,507-14.4% |
| Admin fee / account holder | $899 | $14,945-94.0% | $11,989-92.5% | $12,624-92.9% |