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 | $66,728 | $52,353+27.5% | $120,225-44.5% | $82,448-19.1% |
| Participation rate | 42.0% | 58.3%-16.3pp | 69.6%-27.5pp | 68.1%-26.0pp |
| Annual return | 16.39% | 61.85%-45.5pp | 439.23%-422.8pp | 41.64%-25.2pp |
| Employer contribution / active EE | $798 | $1,510-47.1% | $3,475-77.0% | $2,551-68.7% |
| Participant deferral / active EE | $3,050 | $2,627+16.1% | $3,999-23.7% | $4,139-26.3% |
| Admin fee / account holder | $2,438 | $4,363-44.1% | $5,696-57.2% | $7,234-66.3% |