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 | $27,816 | $114,381-75.7% | $107,525-74.1% | $142,382-80.5% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.1%-6.7pp | 80.1%-11.7pp |
| Annual return | 21.61% | 242.71%-221.1pp | 181.32%-159.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,335 | $4,015-16.9% | $3,754-11.1% | $4,299-22.4% |
| Participant deferral / active EE | $4,519 | $5,564-18.8% | $5,116-11.7% | $6,507-30.5% |
| Admin fee / account holder | $1,935 | $9,860-80.4% | $8,919-78.3% | $12,624-84.7% |