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 | $29,166 | $127,386-77.1% | $115,037-74.6% | $125,391-76.7% |
| Participation rate | 47.1% | 84.2%-37.1pp | 81.4%-34.3pp | 83.2%-36.1pp |
| Annual return | -1.57% | 31.28%-32.9pp | 26.14%-27.7pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,081 | $5,166-79.1% | $4,608-76.5% | $4,866-77.8% |
| Participant deferral / active EE | $3,408 | $6,423-46.9% | $6,026-43.5% | $5,352-36.3% |
| Admin fee / account holder | $352 | $9,516-96.3% | $8,175-95.7% | $9,540-96.3% |