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 | $21,324 | $49,922-57.3% | $80,569-73.5% | $75,163-71.6% |
| Participation rate | 31.7% | 55.3%-23.6pp | 67.0%-35.3pp | 67.2%-35.5pp |
| Annual return | 18.58% | 34.69%-16.1pp | 935.43%-916.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,049 | $1,698-38.2% | $2,723-61.5% | $2,670-60.7% |
| Participant deferral / active EE | $1,973 | $2,990-34.0% | $4,447-55.6% | $4,125-52.2% |
| Admin fee / account holder | $2,422 | $3,577-32.3% | $5,377-54.9% | $5,651-57.1% |