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 | $158,398-56.0% | $126,539-44.9% | $142,382-51.0% |
| Participation rate | 21.4% | 75.8%-54.4pp | 69.8%-48.4pp | 80.1%-58.7pp |
| Annual return | 15.37% | 593.76%-578.4pp | 425.95%-410.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $980 | $4,650-78.9% | $3,674-73.3% | $4,299-77.2% |
| Participant deferral / active EE | $1,657 | $4,767-65.2% | $4,083-59.4% | $6,507-74.5% |
| Admin fee / account holder | $6,338 | $6,918-8.4% | $6,065+4.5% | $12,624-49.8% |