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 | $53,042 | $214,378-75.3% | $200,582-73.6% | $142,382-62.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 17.77% | 46.41%-28.6pp | 42.33%-24.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,482 | $6,841-63.7% | $6,419-61.3% | $4,299-42.3% |
| Participant deferral / active EE | $16,573 | $9,865+68.0% | $9,331+77.6% | $6,507+154.7% |
| Admin fee / account holder | $3,900 | $17,692-78.0% | $16,305-76.1% | $12,624-69.1% |