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 | $71,583 | $92,798-22.9% | $96,707-26.0% | $137,256-47.8% |
| Participation rate | 58.8% | 81.6%-22.8pp | 80.4%-21.5pp | 80.0%-21.1pp |
| Annual return | 20.37% | 31.24%-10.9pp | 34.78%-14.4pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,457 | $4,147-40.8% | $4,191-41.4% | $4,156-40.9% |
| Participant deferral / active EE | $3,848 | $5,877-34.5% | $5,997-35.8% | $6,407-39.9% |
| Admin fee / account holder | $1,586 | $7,946-80.0% | $7,503-78.9% | $12,270-87.1% |