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 | $47,866 | $159,602-70.0% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.3%-18.0pp | 80.1%-15.8pp |
| Annual return | 88.83% | 70.24%+18.6pp | 62.55%+26.3pp | 217.08%-128.2pp |
| Employer contribution / active EE | $2,873 | $4,961-42.1% | $4,693-38.8% | $4,299-33.2% |
| Participant deferral / active EE | $8,068 | $8,310-2.9% | $7,997+0.9% | $6,507+24.0% |
| Admin fee / account holder | $3,434 | $14,846-76.9% | $13,435-74.4% | $12,624-72.8% |