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 | $31,691 | $111,754-71.6% | $103,333-69.3% | $145,922-78.3% |
| Participation rate | 61.9% | 77.9%-16.0pp | 74.5%-12.6pp | 80.3%-18.4pp |
| Annual return | 20.44% | 24.77%-4.3pp | 24.88%-4.4pp | 561.29%-540.8pp |
| Employer contribution / active EE | $2,270 | $4,212-46.1% | $3,868-41.3% | $4,660-51.3% |
| Participant deferral / active EE | $5,789 | $5,619+3.0% | $5,057+14.5% | $6,688-13.4% |
| Admin fee / account holder | $1,204 | $9,750-87.7% | $8,355-85.6% | $13,397-91.0% |