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 | $17,809 | $114,381-84.4% | $107,525-83.4% | $142,382-87.5% |
| Participation rate | 56.3% | 78.1%-21.9pp | 75.1%-18.8pp | 80.1%-23.9pp |
| Annual return | 28.58% | 242.71%-214.1pp | 181.32%-152.7pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,803 | $4,015-55.1% | $3,754-52.0% | $4,299-58.1% |
| Participant deferral / active EE | $6,096 | $5,564+9.6% | $5,116+19.2% | $6,507-6.3% |
| Admin fee / account holder | $1,369 | $9,860-86.1% | $8,919-84.7% | $12,624-89.2% |