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 | $58,059 | $74,888-22.5% | $71,209-18.5% | $142,382-59.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 19.09% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $5,544 | $2,854+94.2% | $2,721+103.8% | $4,299+29.0% |
| Participant deferral / active EE | $10,151 | $4,454+127.9% | $4,175+143.1% | $6,507+56.0% |
| Admin fee / account holder | $3,356 | $5,568-39.7% | $5,349-37.3% | $12,624-73.4% |