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 6-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 | $17,228 | $106,584-83.8% | $101,326-83.0% | $142,382-87.9% |
| Participation rate | 63.6% | 82.7%-19.1pp | 81.5%-17.9pp | 80.1%-16.5pp |
| Annual return | 12.82% | 36.93%-24.1pp | 36.82%-24.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,497 | $3,956-11.6% | $3,665-4.6% | $4,299-18.7% |
| Participant deferral / active EE | $6,416 | $8,297-22.7% | $7,994-19.7% | $6,507-1.4% |
| Admin fee / account holder | $7,161 | $11,446-37.4% | $11,185-36.0% | $12,624-43.3% |