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 | $70,328 | $179,726-60.9% | $156,263-55.0% | $142,382-50.6% |
| Participation rate | 68.4% | 82.1%-13.7pp | 78.9%-10.5pp | 80.1%-11.7pp |
| Annual return | 13.00% | 77.86%-64.9pp | 59.47%-46.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,292 | $5,069-74.5% | $4,333-70.2% | $4,299-69.9% |
| Participant deferral / active EE | $3,402 | $6,956-51.1% | $6,158-44.8% | $6,507-47.7% |
| Admin fee / account holder | $3,744 | $17,272-78.3% | $14,255-73.7% | $12,624-70.3% |