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 | $67,175 | $209,336-67.9% | $197,124-65.9% | $137,256-51.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 19.59% | 48.09%-28.5pp | 44.34%-24.8pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,358 | $6,591-49.0% | $6,227-46.1% | $4,156-19.2% |
| Participant deferral / active EE | $9,000 | $9,614-6.4% | $9,135-1.5% | $6,407+40.5% |
| Admin fee / account holder | $11,309 | $17,308-34.7% | $16,298-30.6% | $12,270-7.8% |