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 | $70,002 | $177,572-60.6% | $154,803-54.8% | $142,382-50.8% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.1%-22.5pp | 80.1%-24.6pp |
| Annual return | 16.03% | 65.07%-49.0pp | 58.88%-42.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,279 | $4,810-11.0% | $4,305-0.6% | $4,299-0.5% |
| Participant deferral / active EE | $8,031 | $6,272+28.1% | $5,540+45.0% | $6,507+23.4% |
| Admin fee / account holder | $772 | $16,786-95.4% | $14,329-94.6% | $12,624-93.9% |