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 | $17,918 | $172,111-89.6% | $150,298-88.1% | $137,256-86.9% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 30.88% | 69.37%-38.5pp | 62.79%-31.9pp | 220.34%-189.5pp |
| Employer contribution / active EE | $1,468 | $4,636-68.3% | $4,154-64.7% | $4,156-64.7% |
| Participant deferral / active EE | $4,348 | $6,166-29.5% | $5,453-20.3% | $6,407-32.1% |
| Admin fee / account holder | $593 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |