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 | $90,474 | $114,381-20.9% | $107,525-15.9% | $142,382-36.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 19.31% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,178 | $4,015+4.1% | $3,754+11.3% | $4,299-2.8% |
| Participant deferral / active EE | $8,322 | $5,564+49.6% | $5,116+62.7% | $6,507+27.9% |
| Admin fee / account holder | $8,432 | $9,860-14.5% | $8,919-5.5% | $12,624-33.2% |