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 | $14,460 | $72,071-79.9% | $68,368-78.8% | $137,256-89.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 25.75% | 353.14%-327.4pp | 292.57%-266.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,798 | $2,788-35.5% | $2,649-32.1% | $4,156-56.7% |
| Participant deferral / active EE | $4,067 | $4,410-7.8% | $4,123-1.3% | $6,407-36.5% |
| Admin fee / account holder | $509 | $5,336-90.5% | $5,150-90.1% | $12,270-95.9% |