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 | $141,454 | $201,272-29.7% | $184,203-23.2% | $145,922-3.1% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 14.25% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,406 | $7,022-65.7% | $6,427-62.6% | $4,660-48.4% |
| Participant deferral / active EE | $15,970 | $9,806+62.9% | $9,131+74.9% | $6,688+138.8% |
| Admin fee / account holder | $1,021 | $16,364-93.8% | $13,901-92.7% | $13,397-92.4% |