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 | $18,920 | $177,572-89.3% | $154,803-87.8% | $142,382-86.7% |
| Participation rate | 36.4% | 82.1%-45.7pp | 78.1%-41.7pp | 80.1%-43.8pp |
| Annual return | 27.05% | 65.07%-38.0pp | 58.88%-31.8pp | 217.08%-190.0pp |
| Employer contribution / active EE | $978 | $4,810-79.7% | $4,305-77.3% | $4,299-77.3% |
| Participant deferral / active EE | $1,987 | $6,272-68.3% | $5,540-64.1% | $6,507-69.5% |
| Admin fee / account holder | $1,856 | $16,786-88.9% | $14,329-87.0% | $12,624-85.3% |