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 | $67,976 | $104,974-35.2% | $95,585-28.9% | $142,382-52.3% |
| Participation rate | 36.8% | 75.0%-38.1pp | 72.1%-35.2pp | 80.1%-43.3pp |
| Annual return | 15.59% | 210.33%-194.7pp | 38.56%-23.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,523 | $2,779-45.2% | $2,527-39.7% | $4,299-64.6% |
| Participant deferral / active EE | $4,347 | $4,352-0.1% | $4,023+8.1% | $6,507-33.2% |
| Admin fee / account holder | $585 | $6,386-90.8% | $6,127-90.5% | $12,624-95.4% |