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 | $133,310 | $183,519-27.4% | $155,509-14.3% | $145,922-8.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 15.51% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,370 | $5,313-36.6% | $4,672-27.9% | $4,660-27.7% |
| Participant deferral / active EE | $9,375 | $6,462+45.1% | $5,626+66.6% | $6,688+40.2% |
| Admin fee / account holder | $1,469 | $19,313-92.4% | $15,912-90.8% | $13,397-89.0% |