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 | $119,562 | $214,378-44.2% | $200,582-40.4% | $142,382-16.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 18.37% | 46.41%-28.0pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,251 | $6,841-37.9% | $6,419-33.8% | $4,299-1.1% |
| Participant deferral / active EE | $8,050 | $9,865-18.4% | $9,331-13.7% | $6,507+23.7% |
| Admin fee / account holder | $397 | $17,692-97.8% | $16,305-97.6% | $12,624-96.9% |