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 | $11,201 | $96,305-88.4% | $80,569-86.1% | $139,434-92.0% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 18.50% | 1350.08%-1331.6pp | 935.43%-916.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,302 | $3,262-60.1% | $2,723-52.2% | $4,751-72.6% |
| Participant deferral / active EE | $1,352 | $5,232-74.2% | $4,447-69.6% | $6,710-79.8% |
| Admin fee / account holder | $3,128 | $6,599-52.6% | $5,377-41.8% | $11,403-72.6% |