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 5-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 | $89,404 | $159,602-44.0% | $150,045-40.4% | $142,382-37.2% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.3%-44.8pp | 80.1%-42.6pp |
| Annual return | 23.18% | 70.24%-47.1pp | 62.55%-39.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $1,082 | $4,961-78.2% | $4,693-77.0% | $4,299-74.8% |
| Participant deferral / active EE | $3,253 | $8,310-60.9% | $7,997-59.3% | $6,507-50.0% |
| Admin fee / account holder | $1,495 | $14,846-89.9% | $13,435-88.9% | $12,624-88.2% |