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 | $34,614 | $154,228-77.6% | $145,433-76.2% | $137,256-74.8% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 132.16% | 74.59%+57.6pp | 66.58%+65.6pp | 220.34%-88.2pp |
| Employer contribution / active EE | $1,522 | $4,804-68.3% | $4,554-66.6% | $4,156-63.4% |
| Participant deferral / active EE | $7,980 | $8,216-2.9% | $7,897+1.0% | $6,407+24.6% |
| Admin fee / account holder | $14,460 | $14,344+0.8% | $13,129+10.1% | $12,270+17.8% |