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 4-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 | $13,740 | $177,572-92.3% | $154,803-91.1% | $142,382-90.3% |
| Participation rate | 43.8% | 82.1%-38.3pp | 78.1%-34.3pp | 80.1%-36.4pp |
| Annual return | 15.53% | 65.07%-49.5pp | 58.88%-43.4pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,062 | $4,810-77.9% | $4,305-75.3% | $4,299-75.3% |
| Participant deferral / active EE | $2,448 | $6,272-61.0% | $5,540-55.8% | $6,507-62.4% |
| Admin fee / account holder | $5,771 | $16,786-65.6% | $14,329-59.7% | $12,624-54.3% |