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 | $60,197 | $109,982-45.3% | $97,226-38.1% | $145,922-58.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 12.65% | 242.90%-230.3pp | 75.13%-62.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,984 | $3,084-35.7% | $2,729-27.3% | $4,660-57.4% |
| Participant deferral / active EE | $6,331 | $4,676+35.4% | $4,264+48.5% | $6,688-5.3% |
| Admin fee / account holder | $1,037 | $6,221-83.3% | $5,654-81.7% | $13,397-92.3% |