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 | $42,334 | $154,228-72.6% | $145,433-70.9% | $137,256-69.2% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 23.07% | 74.59%-51.5pp | 66.58%-43.5pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,704 | $4,804-43.7% | $4,554-40.6% | $4,156-34.9% |
| Participant deferral / active EE | $4,769 | $8,216-42.0% | $7,897-39.6% | $6,407-25.6% |
| Admin fee / account holder | $2,161 | $14,344-84.9% | $13,129-83.5% | $12,270-82.4% |