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 | $32,469 | $177,572-81.7% | $154,803-79.0% | $142,382-77.2% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 29.67% | 65.07%-35.4pp | 58.88%-29.2pp | 217.08%-187.4pp |
| Employer contribution / active EE | $3,479 | $4,810-27.7% | $4,305-19.2% | $4,299-19.1% |
| Participant deferral / active EE | $7,267 | $6,272+15.9% | $5,540+31.2% | $6,507+11.7% |
| Admin fee / account holder | $1,099 | $16,786-93.5% | $14,329-92.3% | $12,624-91.3% |