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 | $12,967 | $111,535-88.4% | $105,223-87.7% | $137,256-90.6% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 24.27% | 237.85%-213.6pp | 180.65%-156.4pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,273 | $3,939-67.7% | $3,689-65.5% | $4,156-69.4% |
| Participant deferral / active EE | $2,339 | $5,500-57.5% | $5,072-53.9% | $6,407-63.5% |
| Admin fee / account holder | $1,987 | $9,721-79.6% | $8,859-77.6% | $12,270-83.8% |