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 | $69,700 | $149,040-53.2% | $120,225-42.0% | $137,256-49.2% |
| Participation rate | 21.4% | 75.4%-54.0pp | 69.6%-48.1pp | 80.0%-58.5pp |
| Annual return | 15.37% | 605.68%-590.3pp | 439.23%-423.9pp | 220.34%-205.0pp |
| Employer contribution / active EE | $980 | $4,350-77.5% | $3,475-71.8% | $4,156-76.4% |
| Participant deferral / active EE | $1,657 | $4,655-64.4% | $3,999-58.6% | $6,407-74.1% |
| Admin fee / account holder | $6,338 | $6,348-0.2% | $5,696+11.3% | $12,270-48.3% |