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 | $48,847 | $70,669-30.9% | $169,368-71.2% | $75,163-35.0% |
| Participation rate | 22.2% | 64.8%-42.6pp | 77.1%-54.9pp | 67.2%-45.0pp |
| Annual return | 20.18% | 36.36%-16.2pp | 405.60%-385.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,030 | $2,211+37.1% | $4,013-24.5% | $2,670+13.5% |
| Participant deferral / active EE | $2,267 | $4,311-47.4% | $6,221-63.6% | $4,125-45.1% |
| Admin fee / account holder | $983 | $5,402-81.8% | $9,003-89.1% | $5,651-82.6% |