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 | $108,713 | $159,602-31.9% | $150,045-27.5% | $142,382-23.6% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 17.84% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,097 | $4,961-77.9% | $4,693-76.6% | $4,299-74.5% |
| Participant deferral / active EE | $3,998 | $8,310-51.9% | $7,997-50.0% | $6,507-38.6% |
| Admin fee / account holder | $1,235 | $14,846-91.7% | $13,435-90.8% | $12,624-90.2% |