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 | $23,068 | $165,984-86.1% | $164,813-86.0% | $145,922-84.2% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.6%-35.7pp | 80.3%-37.4pp |
| Annual return | 18.21% | 100.03%-81.8pp | 69.93%-51.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,579 | $5,273-70.0% | $4,341-63.6% | $4,660-66.1% |
| Participant deferral / active EE | $4,117 | $6,959-40.8% | $6,031-31.7% | $6,688-38.4% |
| Admin fee / account holder | $1,421 | $16,648-91.5% | $12,690-88.8% | $13,397-89.4% |