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 | $64,850 | $67,331-3.7% | $60,874+6.5% | $134,475-51.8% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | 43.96% | 49.93%-6.0pp | 16.90%+27.1pp | 417.96%-374.0pp |
| Employer contribution / active EE | $1,995 | $3,096-35.6% | $2,701-26.1% | $4,740-57.9% |
| Participant deferral / active EE | $3,734 | $4,538-17.7% | $3,817-2.2% | $6,400-41.6% |
| Admin fee / account holder | $1,417 | $4,582-69.1% | $3,224-56.1% | $11,426-87.6% |