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 | $14,399 | $177,572-91.9% | $154,803-90.7% | $142,382-89.9% |
| Participation rate | 58.8% | 82.1%-23.2pp | 78.1%-19.2pp | 80.1%-21.3pp |
| Annual return | 31.22% | 65.07%-33.8pp | 58.88%-27.7pp | 217.08%-185.9pp |
| Employer contribution / active EE | $1,286 | $4,810-73.3% | $4,305-70.1% | $4,299-70.1% |
| Participant deferral / active EE | $2,855 | $6,272-54.5% | $5,540-48.5% | $6,507-56.1% |
| Admin fee / account holder | $1,351 | $16,786-91.9% | $14,329-90.6% | $12,624-89.3% |