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 | $152,922 | $159,901-4.4% | $146,958+4.1% | $145,922+4.8% |
| Participation rate | 43.8% | 84.0%-40.2pp | 82.2%-38.4pp | 80.3%-36.5pp |
| Annual return | 12.05% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,274 | $5,286-75.9% | $4,933-74.2% | $4,660-72.7% |
| Participant deferral / active EE | $4,797 | $8,428-43.1% | $8,070-40.6% | $6,688-28.3% |
| Admin fee / account holder | $2,717 | $15,044-81.9% | $12,998-79.1% | $13,397-79.7% |