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 | $89,420 | $177,572-49.6% | $154,803-42.2% | $142,382-37.2% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 26.05% | 65.07%-39.0pp | 58.88%-32.8pp | 217.08%-191.0pp |
| Employer contribution / active EE | $6,720 | $4,810+39.7% | $4,305+56.1% | $4,299+56.3% |
| Participant deferral / active EE | $3,894 | $6,272-37.9% | $5,540-29.7% | $6,507-40.2% |
| Admin fee / account holder | $1,129 | $16,786-93.3% | $14,329-92.1% | $12,624-91.1% |