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 6-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 | $57,625 | $111,754-48.4% | $103,333-44.2% | $145,922-60.5% |
| Participation rate | 52.6% | 77.9%-25.3pp | 74.5%-21.9pp | 80.3%-27.6pp |
| Annual return | 20.24% | 24.77%-4.5pp | 24.88%-4.6pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,185 | $4,212-48.1% | $3,868-43.5% | $4,660-53.1% |
| Participant deferral / active EE | $5,438 | $5,619-3.2% | $5,057+7.5% | $6,688-18.7% |
| Admin fee / account holder | $1,171 | $9,750-88.0% | $8,355-86.0% | $13,397-91.3% |