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 | $95,115 | $114,381-16.8% | $107,525-11.5% | $142,382-33.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 17.06% | 242.71%-225.6pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,072 | $4,015-23.5% | $3,754-18.2% | $4,299-28.5% |
| Participant deferral / active EE | $7,005 | $5,564+25.9% | $5,116+36.9% | $6,507+7.6% |
| Admin fee / account holder | $464 | $9,860-95.3% | $8,919-94.8% | $12,624-96.3% |