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 | $28,850 | $177,572-83.8% | $154,803-81.4% | $142,382-79.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 20.62% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,700 | $4,810-64.7% | $4,305-60.5% | $4,299-60.4% |
| Participant deferral / active EE | $2,484 | $6,272-60.4% | $5,540-55.2% | $6,507-61.8% |
| Admin fee / account holder | $2,196 | $16,786-86.9% | $14,329-84.7% | $12,624-82.6% |