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 6-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 | $45,159 | $172,111-73.8% | $150,298-70.0% | $137,256-67.1% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 20.01% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,041 | $4,636-77.6% | $4,154-74.9% | $4,156-75.0% |
| Participant deferral / active EE | $5,668 | $6,166-8.1% | $5,453+4.0% | $6,407-11.5% |
| Admin fee / account holder | $2,038 | $16,471-87.6% | $14,116-85.6% | $12,270-83.4% |