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 | $44,198 | $148,534-70.2% | $135,903-67.5% | $139,434-68.3% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.4pp | 80.3%-41.9pp |
| Annual return | 30.07% | 79.19%-49.1pp | 68.23%-38.2pp | 372.94%-342.9pp |
| Employer contribution / active EE | $4,511 | $5,243-14.0% | $4,856-7.1% | $4,751-5.0% |
| Participant deferral / active EE | $7,190 | $8,100-11.2% | $7,758-7.3% | $6,710+7.1% |
| Admin fee / account holder | $1,754 | $12,400-85.9% | $10,762-83.7% | $11,403-84.6% |