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 | $51,448 | $177,572-71.0% | $154,803-66.8% | $142,382-63.9% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.1%-36.4pp | 80.1%-38.5pp |
| Annual return | 15.68% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,394 | $4,810-50.2% | $4,305-44.4% | $4,299-44.3% |
| Participant deferral / active EE | $5,063 | $6,272-19.3% | $5,540-8.6% | $6,507-22.2% |
| Admin fee / account holder | $3,737 | $16,786-77.7% | $14,329-73.9% | $12,624-70.4% |