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 | $116,388 | $114,381+1.8% | $107,525+8.2% | $142,382-18.3% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.1%-55.1pp | 80.1%-60.1pp |
| Annual return | 24.45% | 242.71%-218.3pp | 181.32%-156.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,240 | $4,015-69.1% | $3,754-67.0% | $4,299-71.2% |
| Participant deferral / active EE | $4,900 | $5,564-11.9% | $5,116-4.2% | $6,507-24.7% |
| Admin fee / account holder | $411 | $9,860-95.8% | $8,919-95.4% | $12,624-96.7% |