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 6-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 | $25,053 | $177,572-85.9% | $154,803-83.8% | $142,382-82.4% |
| Participation rate | 52.6% | 82.1%-29.4pp | 78.1%-25.4pp | 80.1%-27.5pp |
| Annual return | 16.54% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,636 | $4,810-66.0% | $4,305-62.0% | $4,299-61.9% |
| Participant deferral / active EE | $2,766 | $6,272-55.9% | $5,540-50.1% | $6,507-57.5% |
| Admin fee / account holder | $3,426 | $16,786-79.6% | $14,329-76.1% | $12,624-72.9% |