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 | $42,232 | $72,071-41.4% | $68,368-38.2% | $137,256-69.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 40.21% | 353.14%-312.9pp | 292.57%-252.4pp | 220.34%-180.1pp |
| Employer contribution / active EE | $2,987 | $2,788+7.1% | $2,649+12.7% | $4,156-28.1% |
| Participant deferral / active EE | $6,936 | $4,410+57.3% | $4,123+68.2% | $6,407+8.3% |
| Admin fee / account holder | $1,865 | $5,336-65.1% | $5,150-63.8% | $12,270-84.8% |