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 | $47,809 | $90,348-47.1% | $75,972-37.1% | $145,922-67.2% |
| Participation rate | 57.9% | 74.5%-16.6pp | 69.1%-11.2pp | 80.3%-22.4pp |
| Annual return | 27.33% | 620.88%-593.5pp | 359.55%-332.2pp | 561.29%-534.0pp |
| Employer contribution / active EE | $2,976 | $3,311-10.1% | $2,685+10.8% | $4,660-36.1% |
| Participant deferral / active EE | $4,312 | $5,162-16.5% | $4,255+1.3% | $6,688-35.5% |
| Admin fee / account holder | $5,689 | $8,467-32.8% | $6,467-12.0% | $13,397-57.5% |