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 | $45,764 | $88,751-48.4% | $81,812-44.1% | $145,922-68.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 12.99% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $537 | $3,083-82.6% | $2,912-81.5% | $4,660-88.5% |
| Participant deferral / active EE | $1,719 | $4,643-63.0% | $4,319-60.2% | $6,688-74.3% |
| Admin fee / account holder | $2,607 | $8,415-69.0% | $7,386-64.7% | $13,397-80.5% |