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 | $30,160 | $154,228-80.4% | $145,433-79.3% | $137,256-78.0% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.9pp | 80.0%-23.7pp |
| Annual return | 19.21% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,522 | $4,804-68.3% | $4,554-66.6% | $4,156-63.4% |
| Participant deferral / active EE | $5,260 | $8,216-36.0% | $7,897-33.4% | $6,407-17.9% |
| Admin fee / account holder | $1,058 | $14,344-92.6% | $13,129-91.9% | $12,270-91.4% |