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 | $23,640 | $124,425-81.0% | $112,040-78.9% | $137,256-82.8% |
| Participation rate | 63.2% | 79.3%-16.2pp | 76.5%-13.3pp | 80.0%-16.8pp |
| Annual return | 73.33% | 24.72%+48.6pp | 24.52%+48.8pp | 220.34%-147.0pp |
| Employer contribution / active EE | $2,109 | $3,411-38.2% | $2,954-28.6% | $4,156-49.2% |
| Participant deferral / active EE | $2,543 | $5,718-55.5% | $5,098-50.1% | $6,407-60.3% |
| Admin fee / account holder | $1,697 | $15,207-88.8% | $12,098-86.0% | $12,270-86.2% |