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 | $17,573 | $114,381-84.6% | $107,525-83.7% | $142,382-87.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 14.11% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,146 | $4,015-71.4% | $3,754-69.5% | $4,299-73.3% |
| Participant deferral / active EE | $3,204 | $5,564-42.4% | $5,116-37.4% | $6,507-50.8% |
| Admin fee / account holder | $3,045 | $9,860-69.1% | $8,919-65.9% | $12,624-75.9% |