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 | $18,281 | $210,698-91.3% | $178,014-89.7% | $145,959-87.5% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 12.95% | 386.27%-373.3pp | 294.80%-281.9pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,158 | $4,567-74.6% | $3,950-70.7% | $4,661-75.1% |
| Participant deferral / active EE | $2,207 | $6,958-68.3% | $6,276-64.8% | $6,689-67.0% |
| Admin fee / account holder | $722 | $12,016-94.0% | $10,362-93.0% | $13,398-94.6% |