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 6-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 | $119,578 | $172,111-30.5% | $150,298-20.4% | $137,256-12.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 54.42% | 69.37%-15.0pp | 62.79%-8.4pp | 220.34%-165.9pp |
| Employer contribution / active EE | $1,542 | $4,636-66.7% | $4,154-62.9% | $4,156-62.9% |
| Participant deferral / active EE | $5,578 | $6,166-9.5% | $5,453+2.3% | $6,407-12.9% |
| Admin fee / account holder | $691 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |