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 | $40,108 | $100,773-60.2% | $88,946-54.9% | $142,382-71.8% |
| Participation rate | 18.2% | 74.3%-56.1pp | 68.8%-50.7pp | 80.1%-61.9pp |
| Annual return | 12.61% | 70.18%-57.6pp | 57.82%-45.2pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,332 | $2,918-20.1% | $2,555-8.7% | $4,299-45.8% |
| Participant deferral / active EE | $7,647 | $5,230+46.2% | $4,581+66.9% | $6,507+17.5% |
| Admin fee / account holder | $12,588 | $9,693+29.9% | $8,261+52.4% | $12,624-0.3% |