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 | $133,922-71.0% | $116,228-66.6% | $142,382-72.7% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.6%-29.1pp | 80.1%-34.7pp |
| Annual return | 34.25% | 147.76%-113.5pp | 90.06%-55.8pp | 217.08%-182.8pp |
| Employer contribution / active EE | $1,024 | $3,446-70.3% | $2,994-65.8% | $4,299-76.2% |
| Participant deferral / active EE | $2,810 | $5,672-50.5% | $4,953-43.3% | $6,507-56.8% |
| Admin fee / account holder | $3,732 | $14,945-75.0% | $11,989-68.9% | $12,624-70.4% |