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 6-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 | $70,579 | $177,572-60.3% | $154,803-54.4% | $142,382-50.4% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 31.52% | 65.07%-33.6pp | 58.88%-27.4pp | 217.08%-185.6pp |
| Employer contribution / active EE | $1,552 | $4,810-67.7% | $4,305-64.0% | $4,299-63.9% |
| Participant deferral / active EE | $4,668 | $6,272-25.6% | $5,540-15.8% | $6,507-28.3% |
| Admin fee / account holder | $3,388 | $16,786-79.8% | $14,329-76.4% | $12,624-73.2% |