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 | $52,998 | $154,228-65.6% | $145,433-63.6% | $137,256-61.4% |
| Participation rate | 35.7% | 83.8%-48.1pp | 82.1%-46.4pp | 80.0%-44.2pp |
| Annual return | 22.63% | 74.59%-52.0pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,576 | $4,804-67.2% | $4,554-65.4% | $4,156-62.1% |
| Participant deferral / active EE | $3,357 | $8,216-59.1% | $7,897-57.5% | $6,407-47.6% |
| Admin fee / account holder | $3,659 | $14,344-74.5% | $13,129-72.1% | $12,270-70.2% |