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 | $138,591 | $177,572-22.0% | $154,803-10.5% | $142,382-2.7% |
| Participation rate | 23.8% | 82.1%-58.2pp | 78.1%-54.3pp | 80.1%-56.3pp |
| Annual return | 21.22% | 65.07%-43.9pp | 58.88%-37.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,398 | $4,810-50.2% | $4,305-44.3% | $4,299-44.2% |
| Participant deferral / active EE | $6,425 | $6,272+2.4% | $5,540+16.0% | $6,507-1.3% |
| Admin fee / account holder | $324 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |