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 | $105,616 | $177,572-40.5% | $154,803-31.8% | $142,382-25.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 33.32% | 65.07%-31.8pp | 58.88%-25.6pp | 217.08%-183.8pp |
| Employer contribution / active EE | $3,091 | $4,810-35.7% | $4,305-28.2% | $4,299-28.1% |
| Participant deferral / active EE | $10,458 | $6,272+66.8% | $5,540+88.8% | $6,507+60.7% |
| Admin fee / account holder | $7,422 | $16,786-55.8% | $14,329-48.2% | $12,624-41.2% |