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 | $159,602-78.3% | $150,045-76.9% | $142,382-75.7% |
| Participation rate | 44.4% | 84.0%-39.5pp | 82.3%-37.9pp | 80.1%-35.7pp |
| Annual return | 132.16% | 70.24%+61.9pp | 62.55%+69.6pp | 217.08%-84.9pp |
| Employer contribution / active EE | $1,522 | $4,961-69.3% | $4,693-67.6% | $4,299-64.6% |
| Participant deferral / active EE | $7,980 | $8,310-4.0% | $7,997-0.2% | $6,507+22.6% |
| Admin fee / account holder | $14,460 | $14,846-2.6% | $13,435+7.6% | $12,624+14.5% |