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 | $100,893 | $165,984-39.2% | $164,813-38.8% | $145,922-30.9% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 16.10% | 100.03%-83.9pp | 69.93%-53.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,108 | $5,273-41.1% | $4,341-28.4% | $4,660-33.3% |
| Participant deferral / active EE | $12,599 | $6,959+81.0% | $6,031+108.9% | $6,688+88.4% |
| Admin fee / account holder | $984 | $16,648-94.1% | $12,690-92.2% | $13,397-92.7% |