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 | $21,671 | $109,982-80.3% | $97,226-77.7% | $145,922-85.1% |
| Participation rate | 45.5% | 75.9%-30.5pp | 72.7%-27.2pp | 80.3%-34.8pp |
| Annual return | 12.08% | 242.90%-230.8pp | 75.13%-63.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $861 | $3,084-72.1% | $2,729-68.5% | $4,660-81.5% |
| Participant deferral / active EE | $1,439 | $4,676-69.2% | $4,264-66.2% | $6,688-78.5% |
| Admin fee / account holder | $551 | $6,221-91.1% | $5,654-90.3% | $13,397-95.9% |