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 | $31,544 | $148,534-78.8% | $135,903-76.8% | $139,434-77.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 14.63% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,009 | $5,243-80.8% | $4,856-79.2% | $4,751-78.8% |
| Participant deferral / active EE | $7,122 | $8,100-12.1% | $7,758-8.2% | $6,710+6.1% |
| Admin fee / account holder | $405 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |