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 | $47,955 | $109,982-56.4% | $97,226-50.7% | $145,922-67.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 13.25% | 242.90%-229.7pp | 75.13%-61.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,937 | $3,084-37.2% | $2,729-29.0% | $4,660-58.4% |
| Participant deferral / active EE | $4,215 | $4,676-9.9% | $4,264-1.2% | $6,688-37.0% |
| Admin fee / account holder | $3,545 | $6,221-43.0% | $5,654-37.3% | $13,397-73.5% |