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 | $22,489 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 18.70% | 70.24%-51.5pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $1,218 | $4,961-75.4% | $4,693-74.0% | $4,299-71.7% |
| Participant deferral / active EE | $4,012 | $8,310-51.7% | $7,997-49.8% | $6,507-38.3% |
| Admin fee / account holder | $795 | $14,846-94.6% | $13,435-94.1% | $12,624-93.7% |