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 | $29,383 | $99,877-70.6% | $84,966-65.4% | $145,922-79.9% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.7pp |
| Annual return | 17.14% | 83.76%-66.6pp | 66.38%-49.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,433 | $3,231-24.7% | $2,727-10.8% | $4,660-47.8% |
| Participant deferral / active EE | $5,871 | $5,291+11.0% | $4,519+29.9% | $6,688-12.2% |
| Admin fee / account holder | $5,033 | $7,248-30.6% | $6,149-18.1% | $13,397-62.4% |