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 | $43,835 | $154,365-71.6% | $130,231-66.3% | $139,434-68.6% |
| Participation rate | 66.7% | 79.9%-13.3pp | 76.3%-9.6pp | 80.3%-13.7pp |
| Annual return | 0.00% | 30.34%-30.3pp | 38.77%-38.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $4,670 | $5,170-9.7% | $4,126+13.2% | $4,751-1.7% |
| Participant deferral / active EE | $3,658 | $8,498-57.0% | $6,799-46.2% | $6,710-45.5% |
| Admin fee / account holder | $2,432 | $9,214-73.6% | $6,020-59.6% | $11,403-78.7% |