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 | $81,227 | $99,918-18.7% | $81,382-0.2% | $145,922-44.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 17.77% | 34.32%-16.6pp | 24.73%-7.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $697 | $2,978-76.6% | $2,463-71.7% | $4,660-85.0% |
| Participant deferral / active EE | $5,373 | $4,605+16.7% | $3,883+38.4% | $6,688-19.7% |
| Admin fee / account holder | $348 | $8,212-95.8% | $5,768-94.0% | $13,397-97.4% |