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 | $77,091 | $154,228-50.0% | $145,433-47.0% | $137,256-43.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.88% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,380 | $4,804-71.3% | $4,554-69.7% | $4,156-66.8% |
| Participant deferral / active EE | $8,462 | $8,216+3.0% | $7,897+7.1% | $6,407+32.1% |
| Admin fee / account holder | $2,943 | $14,344-79.5% | $13,129-77.6% | $12,270-76.0% |