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 | $179,726-66.4% | $156,263-61.3% | $142,382-57.6% |
| Participation rate | 36.8% | 82.1%-45.2pp | 78.9%-42.1pp | 80.1%-43.3pp |
| Annual return | 20.71% | 77.86%-57.2pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,241 | $5,069-75.5% | $4,333-71.4% | $4,299-71.1% |
| Participant deferral / active EE | $3,791 | $6,956-45.5% | $6,158-38.4% | $6,507-41.7% |
| Admin fee / account holder | $405 | $17,272-97.7% | $14,255-97.2% | $12,624-96.8% |