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 | $82,608 | $114,381-27.8% | $107,525-23.2% | $142,382-42.0% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.1%-39.4pp | 80.1%-44.4pp |
| Annual return | 17.32% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,281 | $4,015-68.1% | $3,754-65.9% | $4,299-70.2% |
| Participant deferral / active EE | $5,442 | $5,564-2.2% | $5,116+6.4% | $6,507-16.4% |
| Admin fee / account holder | $600 | $9,860-93.9% | $8,919-93.3% | $12,624-95.3% |