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 | $57,234 | $179,726-68.2% | $156,263-63.4% | $142,382-59.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 22.35% | 77.86%-55.5pp | 59.47%-37.1pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,615 | $5,069-48.4% | $4,333-39.7% | $4,299-39.2% |
| Participant deferral / active EE | $8,954 | $6,956+28.7% | $6,158+45.4% | $6,507+37.6% |
| Admin fee / account holder | $2,199 | $17,272-87.3% | $14,255-84.6% | $12,624-82.6% |