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 | $74,888-43.6% | $71,209-40.7% | $142,382-70.3% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 40.21% | 345.14%-304.9pp | 282.51%-242.3pp | 217.08%-176.9pp |
| Employer contribution / active EE | $2,987 | $2,854+4.6% | $2,721+9.8% | $4,299-30.5% |
| Participant deferral / active EE | $6,936 | $4,454+55.7% | $4,175+66.1% | $6,507+6.6% |
| Admin fee / account holder | $1,865 | $5,568-66.5% | $5,349-65.1% | $12,624-85.2% |