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 | $124,601 | $132,634-6.1% | $115,768+7.6% | $137,256-9.2% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.4%-34.4pp | 80.0%-40.0pp |
| Annual return | 19.03% | 160.70%-141.7pp | 100.46%-81.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,223 | $3,360-63.6% | $2,940-58.4% | $4,156-70.6% |
| Participant deferral / active EE | $9,772 | $5,619+73.9% | $4,917+98.7% | $6,407+52.5% |
| Admin fee / account holder | $375 | $15,028-97.5% | $12,439-97.0% | $12,270-96.9% |