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 | $7,018 | $76,407-90.8% | $150,298-95.3% | $82,448-91.5% |
| Participation rate | 54.8% | 66.4%-11.6pp | 77.8%-23.0pp | 68.1%-13.3pp |
| Annual return | 29.35% | 39.99%-10.6pp | 62.79%-33.4pp | 41.64%-12.3pp |
| Employer contribution / active EE | $1,005 | $2,614-61.5% | $4,154-75.8% | $2,551-60.6% |
| Participant deferral / active EE | $1,196 | $3,214-62.8% | $5,453-78.1% | $4,139-71.1% |
| Admin fee / account holder | $919 | $6,352-85.5% | $14,116-93.5% | $7,234-87.3% |