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 | $47,927 | $175,202-72.6% | $149,673-68.0% | $139,434-65.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 25.66% | 166.71%-141.0pp | 134.42%-108.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $8,937 | $5,474+63.3% | $4,818+85.5% | $4,751+88.1% |
| Participant deferral / active EE | $11,158 | $6,519+71.2% | $5,680+96.4% | $6,710+66.3% |
| Admin fee / account holder | $1,179 | $16,150-92.7% | $13,210-91.1% | $11,403-89.7% |