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 | $30,816 | $214,378-85.6% | $200,582-84.6% | $142,382-78.4% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 26.90% | 46.41%-19.5pp | 42.33%-15.4pp | 217.08%-190.2pp |
| Employer contribution / active EE | $2,193 | $6,841-67.9% | $6,419-65.8% | $4,299-49.0% |
| Participant deferral / active EE | $6,313 | $9,865-36.0% | $9,331-32.3% | $6,507-3.0% |
| Admin fee / account holder | $1,187 | $17,692-93.3% | $16,305-92.7% | $12,624-90.6% |