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 | $36,240 | $111,814-67.6% | $103,374-64.9% | $145,959-75.2% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 19.19% | 24.77%-5.6pp | 24.89%-5.7pp | 561.95%-542.8pp |
| Employer contribution / active EE | $1,635 | $4,214-61.2% | $3,869-57.8% | $4,661-64.9% |
| Participant deferral / active EE | $6,309 | $5,618+12.3% | $5,058+24.7% | $6,689-5.7% |
| Admin fee / account holder | $1,067 | $9,754-89.1% | $8,394-87.3% | $13,398-92.0% |