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 3-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 | $38,053 | $111,724-65.9% | $93,606-59.3% | $145,922-73.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 18.63% | 202.98%-184.4pp | 133.20%-114.6pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,754 | $3,090-43.2% | $2,420-27.5% | $4,660-62.4% |
| Participant deferral / active EE | $3,461 | $4,912-29.5% | $4,411-21.5% | $6,688-48.2% |
| Admin fee / account holder | $503 | $10,250-95.1% | $8,285-93.9% | $13,397-96.2% |