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 6-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 | $25,145 | $148,534-83.1% | $135,903-81.5% | $139,434-82.0% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 14.35% | 79.19%-64.8pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,763 | $5,243-66.4% | $4,856-63.7% | $4,751-62.9% |
| Participant deferral / active EE | $2,571 | $8,100-68.3% | $7,758-66.9% | $6,710-61.7% |
| Admin fee / account holder | $5,306 | $12,400-57.2% | $10,762-50.7% | $11,403-53.5% |