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 | $140,387 | $214,378-34.5% | $200,582-30.0% | $142,382-1.4% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 20.39% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $5,882 | $6,841-14.0% | $6,419-8.4% | $4,299+36.8% |
| Participant deferral / active EE | $9,784 | $9,865-0.8% | $9,331+4.8% | $6,507+50.3% |
| Admin fee / account holder | $2,517 | $17,692-85.8% | $16,305-84.6% | $12,624-80.1% |