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 | $128,423 | $179,726-28.5% | $156,263-17.8% | $142,382-9.8% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.9%-25.1pp | 80.1%-26.3pp |
| Annual return | 137.30% | 77.86%+59.4pp | 59.47%+77.8pp | 217.08%-79.8pp |
| Employer contribution / active EE | $2,350 | $5,069-53.6% | $4,333-45.8% | $4,299-45.3% |
| Participant deferral / active EE | $3,711 | $6,956-46.7% | $6,158-39.7% | $6,507-43.0% |
| Admin fee / account holder | $5,871 | $17,272-66.0% | $14,255-58.8% | $12,624-53.5% |