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 | $50,618 | $98,750-48.7% | $149,696-66.2% | $79,858-36.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 40.00% | 27.43%+12.6pp | 276.60%-236.6pp | 31.71%+8.3pp |
| Employer contribution / active EE | $1,969 | $3,216-38.8% | $4,644-57.6% | $2,471-20.3% |
| Participant deferral / active EE | $5,086 | $5,680-10.5% | $6,842-25.7% | $3,740+36.0% |
| Admin fee / account holder | $1,751 | $6,053-71.1% | $9,309-81.2% | $5,306-67.0% |