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 4-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 | $84,875 | $175,202-51.6% | $149,673-43.3% | $139,434-39.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 24.05% | 166.71%-142.7pp | 134.42%-110.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $4,019 | $5,474-26.6% | $4,818-16.6% | $4,751-15.4% |
| Participant deferral / active EE | $11,086 | $6,519+70.1% | $5,680+95.2% | $6,710+65.2% |
| Admin fee / account holder | $1,456 | $16,150-91.0% | $13,210-89.0% | $11,403-87.2% |