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 | $58,434 | $179,726-67.5% | $156,263-62.6% | $142,382-59.0% |
| Participation rate | 61.1% | 82.1%-21.0pp | 78.9%-17.8pp | 80.1%-19.0pp |
| Annual return | 15.77% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,316 | $5,069-54.3% | $4,333-46.5% | $4,299-46.1% |
| Participant deferral / active EE | $6,163 | $6,956-11.4% | $6,158+0.1% | $6,507-5.3% |
| Admin fee / account holder | $714 | $17,272-95.9% | $14,255-95.0% | $12,624-94.3% |