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 | $207,585 | $183,519+13.1% | $155,509+33.5% | $145,922+42.3% |
| Participation rate | 22.7% | 82.7%-59.9pp | 78.2%-55.5pp | 80.3%-57.5pp |
| Annual return | 16.63% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,170 | $5,313-78.0% | $4,672-75.0% | $4,660-74.9% |
| Participant deferral / active EE | $4,840 | $6,462-25.1% | $5,626-14.0% | $6,688-27.6% |
| Admin fee / account holder | $632 | $19,313-96.7% | $15,912-96.0% | $13,397-95.3% |