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 | $29,456 | $177,572-83.4% | $154,803-81.0% | $142,382-79.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 20.50% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,014 | $4,810-58.1% | $4,305-53.2% | $4,299-53.1% |
| Participant deferral / active EE | $12,167 | $6,272+94.0% | $5,540+119.6% | $6,507+87.0% |
| Admin fee / account holder | $6,933 | $16,786-58.7% | $14,329-51.6% | $12,624-45.1% |