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 | $58,085 | $124,319-53.3% | $111,297-47.8% | $167,490-65.3% |
| Participation rate | 52.4% | 79.6%-27.2pp | 77.3%-24.9pp | 82.1%-29.7pp |
| Annual return | 10.53% | 37.44%-26.9pp | 54.65%-44.1pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,226 | $3,435-35.2% | $2,731-18.5% | $4,837-54.0% |
| Participant deferral / active EE | $3,676 | $5,180-29.0% | $4,487-18.1% | $6,341-42.0% |
| Admin fee / account holder | $20,583 | $10,618+93.9% | $7,964+158.5% | $12,309+67.2% |