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 | $20,807 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 28.67% | 65.07%-36.4pp | 58.88%-30.2pp | 217.08%-188.4pp |
| Employer contribution / active EE | $1,542 | $4,810-67.9% | $4,305-64.2% | $4,299-64.1% |
| Participant deferral / active EE | $4,537 | $6,272-27.7% | $5,540-18.1% | $6,507-30.3% |
| Admin fee / account holder | $931 | $16,786-94.5% | $14,329-93.5% | $12,624-92.6% |