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 | $29,173 | $149,040-80.4% | $120,225-75.7% | $137,256-78.7% |
| Participation rate | 59.1% | 75.4%-16.3pp | 69.6%-10.5pp | 80.0%-20.9pp |
| Annual return | 13.92% | 605.68%-591.8pp | 439.23%-425.3pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,047 | $4,350-75.9% | $3,475-69.9% | $4,156-74.8% |
| Participant deferral / active EE | $2,599 | $4,655-44.2% | $3,999-35.0% | $6,407-59.4% |
| Admin fee / account holder | $2,354 | $6,348-62.9% | $5,696-58.7% | $12,270-80.8% |