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 | $44,036 | $159,602-72.4% | $150,045-70.7% | $142,382-69.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 14.15% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,924 | $4,961-61.2% | $4,693-59.0% | $4,299-55.2% |
| Participant deferral / active EE | $9,366 | $8,310+12.7% | $7,997+17.1% | $6,507+43.9% |
| Admin fee / account holder | $1,822 | $14,846-87.7% | $13,435-86.4% | $12,624-85.6% |