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 | $89,924 | $177,572-49.4% | $154,803-41.9% | $142,382-36.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 18.12% | 65.07%-46.9pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,065 | $4,810-57.1% | $4,305-52.0% | $4,299-52.0% |
| Participant deferral / active EE | $5,482 | $6,272-12.6% | $5,540-1.1% | $6,507-15.8% |
| Admin fee / account holder | $7,065 | $16,786-57.9% | $14,329-50.7% | $12,624-44.0% |