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 4-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 | $30,344 | $201,272-84.9% | $184,203-83.5% | $145,922-79.2% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 14.54% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,644 | $7,022-76.6% | $6,427-74.4% | $4,660-64.7% |
| Participant deferral / active EE | $3,752 | $9,806-61.7% | $9,131-58.9% | $6,688-43.9% |
| Admin fee / account holder | $1,262 | $16,364-92.3% | $13,901-90.9% | $13,397-90.6% |