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 | $24,282 | $97,744-75.2% | $103,476-76.5% | $145,922-83.4% |
| Participation rate | 69.2% | 81.1%-11.9pp | 80.5%-11.3pp | 80.3%-11.0pp |
| Annual return | 11.83% | 25.41%-13.6pp | 23.90%-12.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,897 | $4,677-38.1% | $4,672-38.0% | $4,660-37.8% |
| Participant deferral / active EE | $3,018 | $6,603-54.3% | $6,623-54.4% | $6,688-54.9% |
| Admin fee / account holder | $1,641 | $12,515-86.9% | $9,413-82.6% | $13,397-87.7% |