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 | $23,863 | $202,432-88.2% | $169,368-85.9% | $139,434-82.9% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 17.84% | 531.74%-513.9pp | 405.60%-387.8pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,566 | $4,692-66.6% | $4,013-61.0% | $4,751-67.0% |
| Participant deferral / active EE | $5,097 | $6,938-26.5% | $6,221-18.1% | $6,710-24.0% |
| Admin fee / account holder | $4,242 | $10,708-60.4% | $9,003-52.9% | $11,403-62.8% |