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 4-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 | $103,149 | $177,572-41.9% | $154,803-33.4% | $142,382-27.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 28.33% | 65.07%-36.7pp | 58.88%-30.6pp | 217.08%-188.7pp |
| Employer contribution / active EE | $17,227 | $4,810+258.1% | $4,305+300.1% | $4,299+300.7% |
| Participant deferral / active EE | $8,674 | $6,272+38.3% | $5,540+56.6% | $6,507+33.3% |
| Admin fee / account holder | $314 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |