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 | $35,224 | $159,602-77.9% | $150,045-76.5% | $142,382-75.3% |
| Participation rate | 68.8% | 84.0%-15.2pp | 82.3%-13.6pp | 80.1%-11.4pp |
| Annual return | 25.98% | 70.24%-44.3pp | 62.55%-36.6pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,300 | $4,961-73.8% | $4,693-72.3% | $4,299-69.8% |
| Participant deferral / active EE | $9,597 | $8,310+15.5% | $7,997+20.0% | $6,507+47.5% |
| Admin fee / account holder | $1,418 | $14,846-90.5% | $13,435-89.4% | $12,624-88.8% |