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 | $79,339 | $100,773-21.3% | $88,946-10.8% | $142,382-44.3% |
| Participation rate | 68.2% | 74.3%-6.1pp | 68.8%-0.7pp | 80.1%-11.9pp |
| Annual return | 11.55% | 70.18%-58.6pp | 57.82%-46.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $1,428 | $2,918-51.1% | $2,555-44.1% | $4,299-66.8% |
| Participant deferral / active EE | $4,852 | $5,230-7.2% | $4,581+5.9% | $6,507-25.4% |
| Admin fee / account holder | $1,123 | $9,693-88.4% | $8,261-86.4% | $12,624-91.1% |