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 | $27,816 | $111,535-75.1% | $105,223-73.6% | $137,256-79.7% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.0%-6.6pp | 80.0%-11.5pp |
| Annual return | 21.61% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,335 | $3,939-15.3% | $3,689-9.6% | $4,156-19.7% |
| Participant deferral / active EE | $4,519 | $5,500-17.8% | $5,072-10.9% | $6,407-29.5% |
| Admin fee / account holder | $1,935 | $9,721-80.1% | $8,859-78.2% | $12,270-84.2% |