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 | $73,743 | $177,572-58.5% | $154,803-52.4% | $142,382-48.2% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.1%-24.2pp | 80.1%-26.3pp |
| Annual return | 24.39% | 65.07%-40.7pp | 58.88%-34.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,306 | $4,810-72.9% | $4,305-69.7% | $4,299-69.6% |
| Participant deferral / active EE | $7,286 | $6,272+16.2% | $5,540+31.5% | $6,507+12.0% |
| Admin fee / account holder | $307 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |