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 5-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 | $20,869 | $110,261-81.1% | $95,745-78.2% | $139,434-85.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 23.73% | 27.11%-3.4pp | 28.35%-4.6pp | 372.94%-349.2pp |
| Employer contribution / active EE | $2,542 | $3,257-22.0% | $2,835-10.3% | $4,751-46.5% |
| Participant deferral / active EE | $4,408 | $4,676-5.7% | $4,245+3.9% | $6,710-34.3% |
| Admin fee / account holder | $1,902 | $6,613-71.2% | $5,678-66.5% | $11,403-83.3% |