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 | $138,202 | $179,726-23.1% | $156,263-11.6% | $142,382-2.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 18.02% | 77.86%-59.8pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,048 | $5,069-59.6% | $4,333-52.7% | $4,299-52.4% |
| Participant deferral / active EE | $6,943 | $6,956-0.2% | $6,158+12.7% | $6,507+6.7% |
| Admin fee / account holder | $547 | $17,272-96.8% | $14,255-96.2% | $12,624-95.7% |