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 6-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 | $28,811 | $148,534-80.6% | $135,903-78.8% | $139,434-79.3% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 24.32% | 79.19%-54.9pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,909 | $5,243-63.6% | $4,856-60.7% | $4,751-59.8% |
| Participant deferral / active EE | $3,541 | $8,100-56.3% | $7,758-54.4% | $6,710-47.2% |
| Admin fee / account holder | $5,399 | $12,400-56.5% | $10,762-49.8% | $11,403-52.6% |