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 | $56,268 | $114,381-50.8% | $107,525-47.7% | $142,382-60.5% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 87.99% | 242.71%-154.7pp | 181.32%-93.3pp | 217.08%-129.1pp |
| Employer contribution / active EE | $951 | $4,015-76.3% | $3,754-74.7% | $4,299-77.9% |
| Participant deferral / active EE | $1,678 | $5,564-69.8% | $5,116-67.2% | $6,507-74.2% |
| Admin fee / account holder | $4,194 | $9,860-57.5% | $8,919-53.0% | $12,624-66.8% |