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 | $35,321 | $133,922-73.6% | $116,228-69.6% | $142,382-75.2% |
| Participation rate | 53.8% | 77.9%-24.0pp | 74.6%-20.7pp | 80.1%-26.3pp |
| Annual return | 24.47% | 147.76%-123.3pp | 90.06%-65.6pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,460 | $3,446-28.6% | $2,994-17.8% | $4,299-42.8% |
| Participant deferral / active EE | $4,299 | $5,672-24.2% | $4,953-13.2% | $6,507-33.9% |
| Admin fee / account holder | $4,733 | $14,945-68.3% | $11,989-60.5% | $12,624-62.5% |