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 | $133,922-7.0% | $116,228+7.2% | $142,382-12.5% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 19.03% | 147.76%-128.7pp | 90.06%-71.0pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,223 | $3,446-64.5% | $2,994-59.2% | $4,299-71.6% |
| Participant deferral / active EE | $9,772 | $5,672+72.3% | $4,953+97.3% | $6,507+50.2% |
| Admin fee / account holder | $375 | $14,945-97.5% | $11,989-96.9% | $12,624-97.0% |