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 | $66,934 | $97,125-31.1% | $86,233-22.4% | $137,256-51.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.79% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,120 | $2,841-25.4% | $2,504-15.3% | $4,156-49.0% |
| Participant deferral / active EE | $8,650 | $5,180+67.0% | $4,559+89.7% | $6,407+35.0% |
| Admin fee / account holder | $6,386 | $9,725-34.3% | $8,342-23.5% | $12,270-48.0% |