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 | $25,719 | $51,638-50.2% | $68,368-62.4% | $82,448-68.8% |
| Participation rate | 37.3% | 63.6%-26.3pp | 73.8%-36.5pp | 68.1%-30.8pp |
| Annual return | 21.22% | 37.53%-16.3pp | 292.57%-271.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,999 | $2,047-2.3% | $2,649-24.5% | $2,551-21.6% |
| Participant deferral / active EE | $4,841 | $2,914+66.2% | $4,123+17.4% | $4,139+17.0% |
| Admin fee / account holder | $2,291 | $4,643-50.7% | $5,150-55.5% | $7,234-68.3% |