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 | $71,745 | $58,208+23.3% | $81,812-12.3% | $80,856-11.3% |
| Participation rate | 45.9% | 63.4%-17.5pp | 72.3%-26.4pp | 67.6%-21.7pp |
| Annual return | 12.49% | 41.66%-29.2pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,306 | $2,340-44.2% | $2,912-55.1% | $2,755-52.6% |
| Participant deferral / active EE | $2,944 | $3,281-10.3% | $4,319-31.8% | $4,296-31.5% |
| Admin fee / account holder | $1,576 | $4,981-68.4% | $7,386-78.7% | $6,918-77.2% |