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 | $12,686 | $111,724-88.6% | $93,606-86.4% | $145,922-91.3% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 27.42% | 202.98%-175.6pp | 133.20%-105.8pp | 561.29%-533.9pp |
| Employer contribution / active EE | $2,372 | $3,090-23.2% | $2,420-2.0% | $4,660-49.1% |
| Participant deferral / active EE | $3,237 | $4,912-34.1% | $4,411-26.6% | $6,688-51.6% |
| Admin fee / account holder | $1,261 | $10,250-87.7% | $8,285-84.8% | $13,397-90.6% |