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 | $18,243 | $106,515-82.9% | $96,683-81.1% | $139,434-86.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 26.32% | 38.43%-12.1pp | 35.69%-9.4pp | 372.94%-346.6pp |
| Employer contribution / active EE | $3,033 | $4,103-26.1% | $3,737-18.8% | $4,751-36.2% |
| Participant deferral / active EE | $4,850 | $5,454-11.1% | $4,878-0.6% | $6,710-27.7% |
| Admin fee / account holder | $1,180 | $7,877-85.0% | $6,730-82.5% | $11,403-89.6% |