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 | $135,758 | $163,101-16.8% | $136,749-0.7% | $142,382-4.7% |
| Participation rate | 9.1% | 78.2%-69.1pp | 72.1%-63.0pp | 80.1%-71.0pp |
| Annual return | 22.52% | 27.54%-5.0pp | 24.33%-1.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,637 | $5,585-70.7% | $4,692-65.1% | $6,507-74.8% |
| Admin fee / account holder | $845 | $14,318-94.1% | $11,386-92.6% | $12,624-93.3% |