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 | $25,983 | $148,534-82.5% | $135,903-80.9% | $139,434-81.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 30.35% | 79.19%-48.8pp | 68.23%-37.9pp | 372.94%-342.6pp |
| Employer contribution / active EE | $3,296 | $5,243-37.1% | $4,856-32.1% | $4,751-30.6% |
| Participant deferral / active EE | $10,780 | $8,100+33.1% | $7,758+39.0% | $6,710+60.7% |
| Admin fee / account holder | $435 | $12,400-96.5% | $10,762-96.0% | $11,403-96.2% |