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 | $59,128 | $154,228-61.7% | $145,433-59.3% | $137,256-56.9% |
| Participation rate | 52.2% | 83.8%-31.6pp | 82.1%-29.9pp | 80.0%-27.8pp |
| Annual return | 20.26% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,581 | $4,804-46.3% | $4,554-43.3% | $4,156-37.9% |
| Participant deferral / active EE | $3,671 | $8,216-55.3% | $7,897-53.5% | $6,407-42.7% |
| Admin fee / account holder | $3,666 | $14,344-74.4% | $13,129-72.1% | $12,270-70.1% |