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 | $35,141 | $74,888-53.1% | $71,209-50.7% | $142,382-75.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 21.75% | 345.14%-323.4pp | 282.51%-260.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,529 | $2,854-46.4% | $2,721-43.8% | $4,299-64.4% |
| Participant deferral / active EE | $3,446 | $4,454-22.6% | $4,175-17.5% | $6,507-47.0% |
| Admin fee / account holder | $2,284 | $5,568-59.0% | $5,349-57.3% | $12,624-81.9% |