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 | $113,077 | $177,572-36.3% | $154,803-27.0% | $142,382-20.6% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 20.65% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,232 | $4,810-74.4% | $4,305-71.4% | $4,299-71.3% |
| Participant deferral / active EE | $6,179 | $6,272-1.5% | $5,540+11.5% | $6,507-5.0% |
| Admin fee / account holder | $993 | $16,786-94.1% | $14,329-93.1% | $12,624-92.1% |