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 | $76,401 | $74,888+2.0% | $71,209+7.3% | $142,382-46.3% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.8%-48.8pp | 80.1%-55.1pp |
| Annual return | 24.95% | 345.14%-320.2pp | 282.51%-257.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,603 | $2,854-43.8% | $2,721-41.1% | $4,299-62.7% |
| Participant deferral / active EE | $3,063 | $4,454-31.2% | $4,175-26.6% | $6,507-52.9% |
| Admin fee / account holder | $1,030 | $5,568-81.5% | $5,349-80.7% | $12,624-91.8% |