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 | $33,387 | $183,592-81.8% | $155,567-78.5% | $145,959-77.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.15% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,261 | $5,315-57.5% | $4,674-51.6% | $4,661-51.5% |
| Participant deferral / active EE | $6,829 | $6,464+5.6% | $5,628+21.3% | $6,689+2.1% |
| Admin fee / account holder | $1,278 | $19,318-93.4% | $15,916-92.0% | $13,398-90.5% |