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 3-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 | $72,035 | $114,381-37.0% | $107,525-33.0% | $142,382-49.4% |
| Participation rate | 41.7% | 78.1%-36.5pp | 75.1%-33.4pp | 80.1%-38.5pp |
| Annual return | 18.61% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,788 | $4,015-55.5% | $3,754-52.4% | $4,299-58.4% |
| Participant deferral / active EE | $3,815 | $5,564-31.4% | $5,116-25.4% | $6,507-41.4% |
| Admin fee / account holder | $5,310 | $9,860-46.2% | $8,919-40.5% | $12,624-57.9% |