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 | $56,200 | $74,888-25.0% | $71,209-21.1% | $142,382-60.5% |
| Participation rate | 20.8% | 76.2%-55.4pp | 73.8%-52.9pp | 80.1%-59.3pp |
| Annual return | 24.14% | 345.14%-321.0pp | 282.51%-258.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $649 | $2,854-77.3% | $2,721-76.2% | $4,299-84.9% |
| Participant deferral / active EE | $1,267 | $4,454-71.6% | $4,175-69.7% | $6,507-80.5% |
| Admin fee / account holder | $873 | $5,568-84.3% | $5,349-83.7% | $12,624-93.1% |