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 | $19,237 | $114,381-83.2% | $107,525-82.1% | $142,382-86.5% |
| Participation rate | 64.3% | 78.1%-13.9pp | 75.1%-10.8pp | 80.1%-15.8pp |
| Annual return | 21.74% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $1,833 | $4,015-54.3% | $3,754-51.2% | $4,299-57.4% |
| Participant deferral / active EE | $2,619 | $5,564-52.9% | $5,116-48.8% | $6,507-59.7% |
| Admin fee / account holder | $774 | $9,860-92.2% | $8,919-91.3% | $12,624-93.9% |