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 | $21,268 | $172,111-87.6% | $150,298-85.8% | $137,256-84.5% |
| Participation rate | 46.7% | 81.7%-35.0pp | 77.8%-31.1pp | 80.0%-33.3pp |
| Annual return | 18.32% | 69.37%-51.0pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,206 | $4,636-74.0% | $4,154-71.0% | $4,156-71.0% |
| Participant deferral / active EE | $2,057 | $6,166-66.6% | $5,453-62.3% | $6,407-67.9% |
| Admin fee / account holder | $2,044 | $16,471-87.6% | $14,116-85.5% | $12,270-83.3% |