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 | $144,645 | $107,452+34.6% | $91,541+58.0% | $142,382+1.6% |
| Participation rate | 4.2% | 75.1%-70.9pp | 69.8%-65.6pp | 80.1%-76.0pp |
| Annual return | 15.44% | 22.06%-6.6pp | 20.50%-5.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,754-100.0% | $4,008-100.0% | $6,507-100.0% |
| Admin fee / account holder | $600 | $8,834-93.2% | $6,956-91.4% | $12,624-95.2% |