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 | $17,643 | $117,983-85.0% | $101,794-82.7% | $142,382-87.6% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.2%0pp | 80.1%-10.9pp |
| Annual return | 19.22% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,763 | $2,773-36.4% | $2,289-23.0% | $4,299-59.0% |
| Participant deferral / active EE | $3,471 | $4,714-26.4% | $4,084-15.0% | $6,507-46.7% |
| Admin fee / account holder | $3,816 | $10,433-63.4% | $8,777-56.5% | $12,624-69.8% |