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 | $30,446 | $102,317-70.2% | $146,958-79.3% | $80,856-62.3% |
| Participation rate | 36.4% | 75.8%-39.5pp | 82.2%-45.8pp | 67.6%-31.3pp |
| Annual return | 16.68% | 134.76%-118.1pp | 418.34%-401.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,171 | $3,713-68.5% | $4,933-76.3% | $2,755-57.5% |
| Participant deferral / active EE | $2,892 | $6,644-56.5% | $8,070-64.2% | $4,296-32.7% |
| Admin fee / account holder | $737 | $7,941-90.7% | $12,998-94.3% | $6,918-89.3% |