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 | $42,391 | $104,974-59.6% | $95,585-55.7% | $142,382-70.2% |
| Participation rate | 36.4% | 75.0%-38.6pp | 72.1%-35.7pp | 80.1%-43.8pp |
| Annual return | 17.32% | 210.33%-193.0pp | 38.56%-21.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $859 | $2,779-69.1% | $2,527-66.0% | $4,299-80.0% |
| Participant deferral / active EE | $1,755 | $4,352-59.7% | $4,023-56.4% | $6,507-73.0% |
| Admin fee / account holder | $3,174 | $6,386-50.3% | $6,127-48.2% | $12,624-74.9% |