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 | $22,128 | $183,519-87.9% | $155,509-85.8% | $145,922-84.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.82% | 61.17%-52.3pp | 64.67%-55.8pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,351 | $5,313-74.6% | $4,672-71.1% | $4,660-71.0% |
| Participant deferral / active EE | $3,805 | $6,462-41.1% | $5,626-32.4% | $6,688-43.1% |
| Admin fee / account holder | $13,720 | $19,313-29.0% | $15,912-13.8% | $13,397+2.4% |