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 | $38,811 | $132,634-70.7% | $115,768-66.5% | $137,256-71.7% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.4%-28.9pp | 80.0%-34.5pp |
| Annual return | 34.25% | 160.70%-126.5pp | 100.46%-66.2pp | 220.34%-186.1pp |
| Employer contribution / active EE | $1,024 | $3,360-69.5% | $2,940-65.2% | $4,156-75.4% |
| Participant deferral / active EE | $2,810 | $5,619-50.0% | $4,917-42.8% | $6,407-56.1% |
| Admin fee / account holder | $3,732 | $15,028-75.2% | $12,439-70.0% | $12,270-69.6% |