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 | $40,665 | $114,381-64.4% | $107,525-62.2% | $142,382-71.4% |
| Participation rate | 45.5% | 78.1%-32.7pp | 75.1%-29.6pp | 80.1%-34.7pp |
| Annual return | 22.26% | 242.71%-220.4pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $839 | $4,015-79.1% | $3,754-77.6% | $4,299-80.5% |
| Participant deferral / active EE | $5,081 | $5,564-8.7% | $5,116-0.7% | $6,507-21.9% |
| Admin fee / account holder | $1,997 | $9,860-79.7% | $8,919-77.6% | $12,624-84.2% |