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 6-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 | $27,386 | $177,572-84.6% | $154,803-82.3% | $142,382-80.8% |
| Participation rate | 64.7% | 82.1%-17.3pp | 78.1%-13.4pp | 80.1%-15.4pp |
| Annual return | 20.08% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,363 | $4,810-71.7% | $4,305-68.4% | $4,299-68.3% |
| Participant deferral / active EE | $3,115 | $6,272-50.3% | $5,540-43.8% | $6,507-52.1% |
| Admin fee / account holder | $2,371 | $16,786-85.9% | $14,329-83.5% | $12,624-81.2% |