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 | $51,127 | $175,202-70.8% | $149,673-65.8% | $139,434-63.3% |
| Participation rate | 36.4% | 83.4%-47.0pp | 78.8%-42.4pp | 80.3%-44.0pp |
| Annual return | 21.75% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,879 | $5,474-65.7% | $4,818-61.0% | $4,751-60.4% |
| Participant deferral / active EE | $3,379 | $6,519-48.2% | $5,680-40.5% | $6,710-49.6% |
| Admin fee / account holder | $1,483 | $16,150-90.8% | $13,210-88.8% | $11,403-87.0% |