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 | $51,765 | $90,348-42.7% | $75,972-31.9% | $145,922-64.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 11.98% | 620.88%-608.9pp | 359.55%-347.6pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,748 | $3,311-17.0% | $2,685+2.4% | $4,660-41.0% |
| Participant deferral / active EE | $7,832 | $5,162+51.7% | $4,255+84.0% | $6,688+17.1% |
| Admin fee / account holder | $3,950 | $8,467-53.3% | $6,467-38.9% | $13,397-70.5% |