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 | $39,178 | $185,822-78.9% | $169,993-77.0% | $139,434-71.9% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 24.50% | 60.50%-36.0pp | 53.37%-28.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $3,042 | $7,590-59.9% | $6,785-55.2% | $4,751-36.0% |
| Participant deferral / active EE | $3,415 | $11,622-70.6% | $10,408-67.2% | $6,710-49.1% |
| Admin fee / account holder | $416 | $15,381-97.3% | $12,815-96.8% | $11,403-96.3% |