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 4-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 | $119,150 | $159,934-25.5% | $147,005-18.9% | $145,959-18.4% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 13.07% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $5,666 | $5,287+7.2% | $4,934+14.8% | $4,661+21.6% |
| Participant deferral / active EE | $8,729 | $8,427+3.6% | $8,070+8.2% | $6,689+30.5% |
| Admin fee / account holder | $8,113 | $15,053-46.1% | $13,006-37.6% | $13,398-39.4% |