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 | $107,749 | $179,726-40.0% | $156,263-31.0% | $142,382-24.3% |
| Participation rate | 45.5% | 82.1%-36.6pp | 78.9%-33.5pp | 80.1%-34.7pp |
| Annual return | 20.80% | 77.86%-57.1pp | 59.47%-38.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,888 | $5,069-62.7% | $4,333-56.4% | $4,299-56.1% |
| Participant deferral / active EE | $6,748 | $6,956-3.0% | $6,158+9.6% | $6,507+3.7% |
| Admin fee / account holder | $1,301 | $17,272-92.5% | $14,255-90.9% | $12,624-89.7% |