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 | $38,710 | $133,922-71.1% | $116,228-66.7% | $142,382-72.8% |
| Participation rate | 45.8% | 77.9%-32.0pp | 74.6%-28.7pp | 80.1%-34.3pp |
| Annual return | 17.22% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,167 | $3,446-66.1% | $2,994-61.0% | $4,299-72.8% |
| Participant deferral / active EE | $4,151 | $5,672-26.8% | $4,953-16.2% | $6,507-36.2% |
| Admin fee / account holder | $1,032 | $14,945-93.1% | $11,989-91.4% | $12,624-91.8% |