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 | $9,163 | $51,175-82.1% | $70,515-87.0% | $75,163-87.8% |
| Participation rate | 43.4% | 60.9%-17.5pp | 68.3%-25.0pp | 67.2%-23.8pp |
| Annual return | 52.37% | 30.02%+22.3pp | 32.77%+19.6pp | 160.62%-108.2pp |
| Employer contribution / active EE | $1,340 | $1,826-26.6% | $2,973-54.9% | $2,670-49.8% |
| Participant deferral / active EE | $1,886 | $2,849-33.8% | $4,567-58.7% | $4,125-54.3% |
| Admin fee / account holder | $549 | $4,091-86.6% | $6,412-91.4% | $5,651-90.3% |