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 | $18,488 | $148,534-87.6% | $135,903-86.4% | $139,434-86.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 30.24% | 79.19%-48.9pp | 68.23%-38.0pp | 372.94%-342.7pp |
| Employer contribution / active EE | $2,148 | $5,243-59.0% | $4,856-55.8% | $4,751-54.8% |
| Participant deferral / active EE | $8,420 | $8,100+4.0% | $7,758+8.5% | $6,710+25.5% |
| Admin fee / account holder | $1,116 | $12,400-91.0% | $10,762-89.6% | $11,403-90.2% |