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 | $20,135 | $49,922-59.7% | $80,569-75.0% | $75,163-73.2% |
| Participation rate | 39.4% | 55.3%-15.9pp | 67.0%-27.6pp | 67.2%-27.8pp |
| Annual return | 23.86% | 34.69%-10.8pp | 935.43%-911.6pp | 160.62%-136.8pp |
| Employer contribution / active EE | $501 | $1,698-70.5% | $2,723-81.6% | $2,670-81.2% |
| Participant deferral / active EE | $5,739 | $2,990+91.9% | $4,447+29.0% | $4,125+39.1% |
| Admin fee / account holder | $1,763 | $3,577-50.7% | $5,377-67.2% | $5,651-68.8% |