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 | $33,018 | $154,228-78.6% | $145,433-77.3% | $137,256-75.9% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.5pp | 80.0%-38.3pp |
| Annual return | 31.15% | 74.59%-43.4pp | 66.58%-35.4pp | 220.34%-189.2pp |
| Employer contribution / active EE | $1,163 | $4,804-75.8% | $4,554-74.5% | $4,156-72.0% |
| Participant deferral / active EE | $2,831 | $8,216-65.5% | $7,897-64.1% | $6,407-55.8% |
| Admin fee / account holder | $1,477 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |