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 | $10,063 | $51,576-80.5% | $129,207-92.2% | $80,856-87.6% |
| Participation rate | 68.5% | 57.0%+11.5pp | 69.6%-1.1pp | 67.6%+0.9pp |
| Annual return | 16.24% | 20.81%-4.6pp | 9417.33%-9401.1pp | 35.59%-19.4pp |
| Employer contribution / active EE | $851 | $1,584-46.3% | $4,153-79.5% | $2,755-69.1% |
| Participant deferral / active EE | $1,264 | $2,669-52.6% | $4,168-69.7% | $4,296-70.6% |
| Admin fee / account holder | $932 | $4,305-78.3% | $7,715-87.9% | $6,918-86.5% |