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 | $59,395 | $192,717-69.2% | $142,449-58.3% | $139,434-57.4% |
| Participation rate | 54.5% | 81.5%-26.9pp | 76.8%-22.2pp | 80.3%-25.8pp |
| Annual return | 19.86% | 17.99%+1.9pp | 19.99%-0.1pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,567 | $5,806-73.0% | $4,847-67.7% | $4,751-67.0% |
| Participant deferral / active EE | $3,831 | $7,208-46.8% | $6,283-39.0% | $6,710-42.9% |
| Admin fee / account holder | $1,531 | $15,124-89.9% | $10,011-84.7% | $11,403-86.6% |