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 | $117,828 | $111,754+5.4% | $103,333+14.0% | $145,922-19.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 16.34% | 24.77%-8.4pp | 24.88%-8.5pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,411 | $4,212+4.7% | $3,868+14.0% | $4,660-5.3% |
| Participant deferral / active EE | $9,195 | $5,619+63.7% | $5,057+81.8% | $6,688+37.5% |
| Admin fee / account holder | $7,816 | $9,750-19.8% | $8,355-6.4% | $13,397-41.7% |