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 | $25,340 | $58,208-56.5% | $81,812-69.0% | $80,856-68.7% |
| Participation rate | 50.9% | 63.4%-12.5pp | 72.3%-21.5pp | 67.6%-16.8pp |
| Annual return | 15.16% | 41.66%-26.5pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,029 | $2,340-56.0% | $2,912-64.7% | $2,755-62.7% |
| Participant deferral / active EE | $2,458 | $3,281-25.1% | $4,319-43.1% | $4,296-42.8% |
| Admin fee / account holder | $714 | $4,981-85.7% | $7,386-90.3% | $6,918-89.7% |