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 | $20,021 | $159,602-87.5% | $150,045-86.7% | $142,382-85.9% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.3%-37.9pp | 80.1%-35.7pp |
| Annual return | 62.87% | 70.24%-7.4pp | 62.55%+0.3pp | 217.08%-154.2pp |
| Employer contribution / active EE | $1,289 | $4,961-74.0% | $4,693-72.5% | $4,299-70.0% |
| Participant deferral / active EE | $2,735 | $8,310-67.1% | $7,997-65.8% | $6,507-58.0% |
| Admin fee / account holder | $872 | $14,846-94.1% | $13,435-93.5% | $12,624-93.1% |