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 | $69,004 | $159,934-56.9% | $147,005-53.1% | $145,959-52.7% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.7pp |
| Annual return | 20.20% | 98.24%-78.0pp | 418.76%-398.6pp | 561.95%-541.8pp |
| Employer contribution / active EE | $1,787 | $5,287-66.2% | $4,934-63.8% | $4,661-61.7% |
| Participant deferral / active EE | $4,751 | $8,427-43.6% | $8,070-41.1% | $6,689-29.0% |
| Admin fee / account holder | $693 | $15,053-95.4% | $13,006-94.7% | $13,398-94.8% |