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 5-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 | $81,635 | $148,534-45.0% | $135,903-39.9% | $139,434-41.5% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 18.77% | 79.19%-60.4pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $4,218 | $5,243-19.5% | $4,856-13.1% | $4,751-11.2% |
| Participant deferral / active EE | $12,896 | $8,100+59.2% | $7,758+66.2% | $6,710+92.2% |
| Admin fee / account holder | $3,087 | $12,400-75.1% | $10,762-71.3% | $11,403-72.9% |