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 | $29,364 | $114,381-74.3% | $107,525-72.7% | $142,382-79.4% |
| Participation rate | 40.9% | 78.1%-37.2pp | 75.1%-34.2pp | 80.1%-39.2pp |
| Annual return | 18.39% | 242.71%-224.3pp | 181.32%-162.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,304 | $4,015-67.5% | $3,754-65.3% | $4,299-69.7% |
| Participant deferral / active EE | $1,630 | $5,564-70.7% | $5,116-68.1% | $6,507-75.0% |
| Admin fee / account holder | $1,646 | $9,860-83.3% | $8,919-81.5% | $12,624-87.0% |