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 3-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 | $8,311 | $24,730-66.4% | $66,042-87.4% | $84,808-90.2% |
| Participation rate | 66.7% | 68.1%-1.4pp | 67.5%-0.8pp | 68.3%-1.6pp |
| Annual return | 22.45% | 79.55%-57.1pp | 52.11%-29.7pp | 40.90%-18.4pp |
| Employer contribution / active EE | $542 | $857-36.7% | $1,579-65.7% | $2,631-79.4% |
| Participant deferral / active EE | $2,131 | $1,737+22.7% | $2,835-24.9% | $4,212-49.4% |
| Admin fee / account holder | $2,214 | $3,014-26.5% | $5,747-61.5% | $7,344-69.9% |