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 | $48,318 | $100,773-52.1% | $88,946-45.7% | $142,382-66.1% |
| Participation rate | 63.2% | 74.3%-11.1pp | 68.8%-5.7pp | 80.1%-17.0pp |
| Annual return | 23.62% | 70.18%-46.6pp | 57.82%-34.2pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,050 | $2,918+38.8% | $2,555+58.5% | $4,299-5.8% |
| Participant deferral / active EE | $10,614 | $5,230+102.9% | $4,581+131.7% | $6,507+63.1% |
| Admin fee / account holder | $7,072 | $9,693-27.0% | $8,261-14.4% | $12,624-44.0% |