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 | $33,903 | $72,071-53.0% | $68,368-50.4% | $137,256-75.3% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.8%-8.8pp | 80.0%-15.0pp |
| Annual return | 17.33% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,735 | $2,788-37.8% | $2,649-34.5% | $4,156-58.3% |
| Participant deferral / active EE | $3,013 | $4,410-31.7% | $4,123-26.9% | $6,407-53.0% |
| Admin fee / account holder | $357 | $5,336-93.3% | $5,150-93.1% | $12,270-97.1% |