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 | $23,383 | $177,572-86.8% | $154,803-84.9% | $142,382-83.6% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 25.21% | 65.07%-39.9pp | 58.88%-33.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,828 | $4,810-62.0% | $4,305-57.5% | $4,299-57.5% |
| Participant deferral / active EE | $3,335 | $6,272-46.8% | $5,540-39.8% | $6,507-48.8% |
| Admin fee / account holder | $1,586 | $16,786-90.5% | $14,329-88.9% | $12,624-87.4% |