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 | $25,349 | $177,572-85.7% | $154,803-83.6% | $142,382-82.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 17.95% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,009 | $4,810-16.7% | $4,305-6.9% | $4,299-6.8% |
| Participant deferral / active EE | $2,808 | $6,272-55.2% | $5,540-49.3% | $6,507-56.9% |
| Admin fee / account holder | $1,730 | $16,786-89.7% | $14,329-87.9% | $12,624-86.3% |