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 | $79,047 | $48,795+62.0% | $65,493+20.7% | $84,808-6.8% |
| Participation rate | 25.9% | 67.0%-41.1pp | 73.1%-47.2pp | 68.3%-42.4pp |
| Annual return | 15.53% | 20.20%-4.7pp | 982.45%-966.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,079 | $2,928+39.3% | $3,961+3.0% | $4,212-3.1% |
| Admin fee / account holder | $531 | $3,877-86.3% | $5,028-89.4% | $7,344-92.8% |