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 | $52,479 | $185,822-71.8% | $169,993-69.1% | $139,434-62.4% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 21.15% | 60.50%-39.4pp | 53.37%-32.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $8,414 | $7,590+10.9% | $6,785+24.0% | $4,751+77.1% |
| Participant deferral / active EE | $4,022 | $11,622-65.4% | $10,408-61.4% | $6,710-40.1% |
| Admin fee / account holder | $868 | $15,381-94.4% | $12,815-93.2% | $11,403-92.4% |