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 | $34,155 | $111,754-69.4% | $103,333-66.9% | $145,922-76.6% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.8pp |
| Annual return | 19.35% | 24.77%-5.4pp | 24.88%-5.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,078 | $4,212-74.4% | $3,868-72.1% | $4,660-76.9% |
| Participant deferral / active EE | $3,275 | $5,619-41.7% | $5,057-35.2% | $6,688-51.0% |
| Admin fee / account holder | $2,066 | $9,750-78.8% | $8,355-75.3% | $13,397-84.6% |