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 | $81,111 | $159,602-49.2% | $150,045-45.9% | $142,382-43.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 27.56% | 70.24%-42.7pp | 62.55%-35.0pp | 217.08%-189.5pp |
| Employer contribution / active EE | $3,188 | $4,961-35.7% | $4,693-32.1% | $4,299-25.8% |
| Participant deferral / active EE | $5,629 | $8,310-32.3% | $7,997-29.6% | $6,507-13.5% |
| Admin fee / account holder | $459 | $14,846-96.9% | $13,435-96.6% | $12,624-96.4% |