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 | $28,173 | $100,773-72.0% | $88,946-68.3% | $142,382-80.2% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 20.60% | 70.18%-49.6pp | 57.82%-37.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,213 | $2,918-58.4% | $2,555-52.5% | $4,299-71.8% |
| Participant deferral / active EE | $4,448 | $5,230-15.0% | $4,581-2.9% | $6,507-31.6% |
| Admin fee / account holder | $1,151 | $9,693-88.1% | $8,261-86.1% | $12,624-90.9% |