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 | $70,843 | $178,174-60.2% | $156,181-54.6% | $137,256-48.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 35.49% | 84.19%-48.7pp | 64.87%-29.4pp | 220.34%-184.9pp |
| Employer contribution / active EE | $1,405 | $4,972-71.7% | $4,294-67.3% | $4,156-66.2% |
| Participant deferral / active EE | $3,255 | $6,888-52.7% | $6,132-46.9% | $6,407-49.2% |
| Admin fee / account holder | $6,805 | $17,404-60.9% | $14,586-53.3% | $12,270-44.5% |