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 | $214,378-68.7% | $200,582-66.5% | $142,382-52.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 19.59% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,358 | $6,841-50.9% | $6,419-47.7% | $4,299-21.9% |
| Participant deferral / active EE | $9,000 | $9,865-8.8% | $9,331-3.5% | $6,507+38.3% |
| Admin fee / account holder | $11,309 | $17,692-36.1% | $16,305-30.6% | $12,624-10.4% |