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 5-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 | $17,580 | $177,572-90.1% | $154,803-88.6% | $142,382-87.7% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.1%-19.7pp | 80.1%-21.8pp |
| Annual return | 18.14% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,299 | $4,810-73.0% | $4,305-69.8% | $4,299-69.8% |
| Participant deferral / active EE | $2,042 | $6,272-67.4% | $5,540-63.2% | $6,507-68.6% |
| Admin fee / account holder | $1,233 | $16,786-92.7% | $14,329-91.4% | $12,624-90.2% |