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 | $68,074 | $99,877-31.8% | $84,966-19.9% | $145,922-53.3% |
| Participation rate | 65.2% | 74.1%-8.9pp | 67.5%-2.3pp | 80.3%-15.1pp |
| Annual return | 11.12% | 83.76%-72.6pp | 66.38%-55.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,575 | $3,231-20.3% | $2,727-5.6% | $4,660-44.7% |
| Participant deferral / active EE | $7,759 | $5,291+46.7% | $4,519+71.7% | $6,688+16.0% |
| Admin fee / account holder | $18,525 | $7,248+155.6% | $6,149+201.3% | $13,397+38.3% |