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 | $40,110 | $65,561-38.8% | $86,188-53.5% | $75,163-46.6% |
| Participation rate | 47.1% | 60.5%-13.4pp | 69.0%-21.9pp | 67.2%-20.1pp |
| Annual return | 23.01% | 46.05%-23.0pp | 1168.45%-1145.4pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,225 | $1,553-21.1% | $2,380-48.5% | $2,670-54.1% |
| Participant deferral / active EE | $2,782 | $3,024-8.0% | $3,985-30.2% | $4,125-32.6% |
| Admin fee / account holder | $2,888 | $5,474-47.2% | $6,852-57.9% | $5,651-48.9% |