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 | $34,896 | $117,983-70.4% | $101,794-65.7% | $142,382-75.5% |
| Participation rate | 55.6% | 74.2%-18.7pp | 69.2%-13.6pp | 80.1%-24.6pp |
| Annual return | 21.00% | 36.92%-15.9pp | 30.53%-9.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,381 | $2,773-50.2% | $2,289-39.7% | $4,299-67.9% |
| Participant deferral / active EE | $3,506 | $4,714-25.6% | $4,084-14.2% | $6,507-46.1% |
| Admin fee / account holder | $649 | $10,433-93.8% | $8,777-92.6% | $12,624-94.9% |