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 | $151,595 | $154,117-1.6% | $129,995+16.6% | $139,434+8.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 33.40% | 32.48%+0.9pp | -137.18%+170.6pp | 372.94%-339.5pp |
| Employer contribution / active EE | $2,892 | $5,289-45.3% | $4,320-33.0% | $4,751-39.1% |
| Participant deferral / active EE | $8,992 | $6,710+34.0% | $5,820+54.5% | $6,710+34.0% |
| Admin fee / account holder | $534 | $14,007-96.2% | $10,614-95.0% | $11,403-95.3% |