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 | $10,795 | $114,381-90.6% | $107,525-90.0% | $142,382-92.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 27.62% | 242.71%-215.1pp | 181.32%-153.7pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,485 | $4,015-63.0% | $3,754-60.4% | $4,299-65.5% |
| Participant deferral / active EE | $1,622 | $5,564-70.9% | $5,116-68.3% | $6,507-75.1% |
| Admin fee / account holder | $919 | $9,860-90.7% | $8,919-89.7% | $12,624-92.7% |