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 | $60,427 | $178,174-66.1% | $156,181-61.3% | $137,256-56.0% |
| Participation rate | 36.8% | 82.0%-45.2pp | 78.8%-42.0pp | 80.0%-43.1pp |
| Annual return | 20.71% | 84.19%-63.5pp | 64.87%-44.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,241 | $4,972-75.0% | $4,294-71.1% | $4,156-70.1% |
| Participant deferral / active EE | $3,791 | $6,888-45.0% | $6,132-38.2% | $6,407-40.8% |
| Admin fee / account holder | $405 | $17,404-97.7% | $14,586-97.2% | $12,270-96.7% |