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 | $23,152 | $111,535-79.2% | $105,223-78.0% | $137,256-83.1% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.0%-9.8pp | 80.0%-14.7pp |
| Annual return | 21.80% | 237.85%-216.1pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,218 | $3,939-69.1% | $3,689-67.0% | $4,156-70.7% |
| Participant deferral / active EE | $3,995 | $5,500-27.4% | $5,072-21.2% | $6,407-37.7% |
| Admin fee / account holder | $864 | $9,721-91.1% | $8,859-90.2% | $12,270-93.0% |