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 | $19,030 | $154,228-87.7% | $145,433-86.9% | $137,256-86.1% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 21.04% | 74.59%-53.5pp | 66.58%-45.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,731 | $4,804-64.0% | $4,554-62.0% | $4,156-58.4% |
| Participant deferral / active EE | $6,525 | $8,216-20.6% | $7,897-17.4% | $6,407+1.8% |
| Admin fee / account holder | $6,848 | $14,344-52.3% | $13,129-47.8% | $12,270-44.2% |