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 4-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 | $13,821 | $106,584-87.0% | $101,326-86.4% | $142,382-90.3% |
| Participation rate | 61.5% | 82.7%-21.1pp | 81.5%-20.0pp | 80.1%-18.6pp |
| Annual return | 18.58% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,281 | $3,956-67.6% | $3,665-65.1% | $4,299-70.2% |
| Participant deferral / active EE | $2,428 | $8,297-70.7% | $7,994-69.6% | $6,507-62.7% |
| Admin fee / account holder | $3,926 | $11,446-65.7% | $11,185-64.9% | $12,624-68.9% |