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 | $140,235 | $111,814+25.4% | $103,374+35.7% | $145,959-3.9% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 27.89% | 24.77%+3.1pp | 24.89%+3.0pp | 561.95%-534.1pp |
| Employer contribution / active EE | $2,126 | $4,214-49.6% | $3,869-45.1% | $4,661-54.4% |
| Participant deferral / active EE | $6,729 | $5,618+19.8% | $5,058+33.0% | $6,689+0.6% |
| Admin fee / account holder | $513 | $9,754-94.7% | $8,394-93.9% | $13,398-96.2% |