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 | $77,898 | $73,933+5.4% | $96,683-19.4% | $75,163+3.6% |
| Participation rate | 38.5% | 66.4%-28.0pp | 74.3%-35.9pp | 67.2%-28.7pp |
| Annual return | 42.97% | 26.70%+16.3pp | 35.69%+7.3pp | 160.62%-117.6pp |
| Employer contribution / active EE | $2,753 | $2,928-6.0% | $3,737-26.3% | $2,670+3.1% |
| Participant deferral / active EE | $5,004 | $3,659+36.8% | $4,878+2.6% | $4,125+21.3% |
| Admin fee / account holder | $3,782 | $5,216-27.5% | $6,730-43.8% | $5,651-33.1% |