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 4-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 | $20,487 | $94,338-78.3% | $100,534-79.6% | $142,382-85.6% |
| Participation rate | 69.2% | 81.7%-12.5pp | 80.6%-11.4pp | 80.1%-10.9pp |
| Annual return | 17.55% | 29.20%-11.7pp | 32.66%-15.1pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,724 | $4,237-59.3% | $4,346-60.3% | $4,299-59.9% |
| Participant deferral / active EE | $2,298 | $5,934-61.3% | $6,144-62.6% | $6,507-64.7% |
| Admin fee / account holder | $1,563 | $8,421-81.4% | $7,654-79.6% | $12,624-87.6% |