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 | $48,820 | $117,381-58.4% | $99,443-50.9% | $152,861-68.1% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.4%-15.8pp |
| Annual return | 12.89% | 31.87%-19.0pp | 30.72%-17.8pp | 345.32%-332.4pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,181 | $4,086-71.1% | $3,619-67.4% | $5,850-79.8% |
| Admin fee / account holder | $4,682 | $7,631-38.6% | $6,250-25.1% | $11,596-59.6% |