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 5-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 | $18,717 | $114,381-83.6% | $107,525-82.6% | $142,382-86.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 15.81% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $3,280 | $4,015-18.3% | $3,754-12.6% | $4,299-23.7% |
| Participant deferral / active EE | $3,552 | $5,564-36.2% | $5,116-30.6% | $6,507-45.4% |
| Admin fee / account holder | $4,127 | $9,860-58.1% | $8,919-53.7% | $12,624-67.3% |