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 | $142,997 | $179,726-20.4% | $156,263-8.5% | $142,382+0.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 19.04% | 77.86%-58.8pp | 59.47%-40.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,360 | $5,069-53.5% | $4,333-45.5% | $4,299-45.1% |
| Participant deferral / active EE | $11,821 | $6,956+69.9% | $6,158+92.0% | $6,507+81.7% |
| Admin fee / account holder | $5,027 | $17,272-70.9% | $14,255-64.7% | $12,624-60.2% |