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 | $57,399 | $202,432-71.6% | $169,368-66.1% | $139,434-58.8% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 13.13% | 531.74%-518.6pp | 405.60%-392.5pp | 372.94%-359.8pp |
| Employer contribution / active EE | $904 | $4,692-80.7% | $4,013-77.5% | $4,751-81.0% |
| Participant deferral / active EE | $1,213 | $6,938-82.5% | $6,221-80.5% | $6,710-81.9% |
| Admin fee / account holder | $1,874 | $10,708-82.5% | $9,003-79.2% | $11,403-83.6% |