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 | $35,917 | $183,519-80.4% | $155,509-76.9% | $145,922-75.4% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 27.45% | 61.17%-33.7pp | 64.67%-37.2pp | 561.29%-533.8pp |
| Employer contribution / active EE | $2,088 | $5,313-60.7% | $4,672-55.3% | $4,660-55.2% |
| Participant deferral / active EE | $4,683 | $6,462-27.5% | $5,626-16.8% | $6,688-30.0% |
| Admin fee / account holder | $407 | $19,313-97.9% | $15,912-97.4% | $13,397-97.0% |