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 | $32,225 | $114,381-71.8% | $107,525-70.0% | $142,382-77.4% |
| Participation rate | 46.7% | 78.1%-31.5pp | 75.1%-28.4pp | 80.1%-33.5pp |
| Annual return | 27.76% | 242.71%-214.9pp | 181.32%-153.6pp | 217.08%-189.3pp |
| Employer contribution / active EE | $1,627 | $4,015-59.5% | $3,754-56.7% | $4,299-62.2% |
| Participant deferral / active EE | $5,083 | $5,564-8.7% | $5,116-0.6% | $6,507-21.9% |
| Admin fee / account holder | $479 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |