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 | $156,968 | $179,726-12.7% | $156,263+0.5% | $142,382+10.2% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.9%-45.6pp | 80.1%-46.8pp |
| Annual return | 17.62% | 77.86%-60.2pp | 59.47%-41.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,397 | $5,069-52.7% | $4,333-44.7% | $4,299-44.3% |
| Participant deferral / active EE | $7,190 | $6,956+3.4% | $6,158+16.8% | $6,507+10.5% |
| Admin fee / account holder | $589 | $17,272-96.6% | $14,255-95.9% | $12,624-95.3% |