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 | $151,084 | $109,881+37.5% | $150,045+0.7% | $84,808+78.1% |
| Participation rate | 39.3% | 76.1%-36.7pp | 82.3%-43.0pp | 68.3%-29.0pp |
| Annual return | 18.69% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,824 | $3,561-48.8% | $4,693-61.1% | $2,631-30.7% |
| Participant deferral / active EE | $4,646 | $6,636-30.0% | $7,997-41.9% | $4,212+10.3% |
| Admin fee / account holder | $9,272 | $8,568+8.2% | $13,435-31.0% | $7,344+26.3% |