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 | $16,961 | $177,572-90.4% | $154,803-89.0% | $142,382-88.1% |
| Participation rate | 47.4% | 82.1%-34.7pp | 78.1%-30.7pp | 80.1%-32.8pp |
| Annual return | 25.54% | 65.07%-39.5pp | 58.88%-33.3pp | 217.08%-191.5pp |
| Employer contribution / active EE | $1,151 | $4,810-76.1% | $4,305-73.3% | $4,299-73.2% |
| Participant deferral / active EE | $1,816 | $6,272-71.1% | $5,540-67.2% | $6,507-72.1% |
| Admin fee / account holder | $582 | $16,786-96.5% | $14,329-95.9% | $12,624-95.4% |