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 | $72,856 | $214,378-66.0% | $200,582-63.7% | $142,382-48.8% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 13.33% | 46.41%-33.1pp | 42.33%-29.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,799 | $6,841-59.1% | $6,419-56.4% | $4,299-34.9% |
| Participant deferral / active EE | $9,927 | $9,865+0.6% | $9,331+6.4% | $6,507+52.5% |
| Admin fee / account holder | $1,156 | $17,692-93.5% | $16,305-92.9% | $12,624-90.8% |