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 3-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 | $47,229 | $209,336-77.4% | $197,124-76.0% | $137,256-65.6% |
| Participation rate | 41.7% | 87.3%-45.6pp | 86.7%-45.0pp | 80.0%-38.3pp |
| Annual return | 40.68% | 48.09%-7.4pp | 44.34%-3.7pp | 220.34%-179.7pp |
| Employer contribution / active EE | $3,212 | $6,591-51.3% | $6,227-48.4% | $4,156-22.7% |
| Participant deferral / active EE | $6,628 | $9,614-31.1% | $9,135-27.4% | $6,407+3.5% |
| Admin fee / account holder | $1,030 | $17,308-94.0% | $16,298-93.7% | $12,270-91.6% |