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 | $94,451 | $177,572-46.8% | $154,803-39.0% | $142,382-33.7% |
| Participation rate | 16.7% | 82.1%-65.4pp | 78.1%-61.4pp | 80.1%-63.5pp |
| Annual return | 16.94% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,223 | $4,810-74.6% | $4,305-71.6% | $4,299-71.5% |
| Participant deferral / active EE | $1,835 | $6,272-70.7% | $5,540-66.9% | $6,507-71.8% |
| Admin fee / account holder | $1,629 | $16,786-90.3% | $14,329-88.6% | $12,624-87.1% |