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 | $100,654 | $117,983-14.7% | $101,794-1.1% | $142,382-29.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 15.81% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $490 | $2,773-82.3% | $2,289-78.6% | $4,299-88.6% |
| Participant deferral / active EE | $2,938 | $4,714-37.7% | $4,084-28.1% | $6,507-54.9% |
| Admin fee / account holder | $615 | $10,433-94.1% | $8,777-93.0% | $12,624-95.1% |