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 6-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 | $48,115 | $179,726-73.2% | $156,263-69.2% | $142,382-66.2% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 20.07% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,960 | $5,069-61.3% | $4,333-54.8% | $4,299-54.4% |
| Participant deferral / active EE | $5,447 | $6,956-21.7% | $6,158-11.6% | $6,507-16.3% |
| Admin fee / account holder | $1,164 | $17,272-93.3% | $14,255-91.8% | $12,624-90.8% |