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 | $53,324 | $76,738-30.5% | $56,411-5.5% | $145,922-63.5% |
| Participation rate | 19.0% | 63.2%-44.2pp | 52.5%-33.4pp | 80.3%-61.2pp |
| Annual return | 25.54% | 2994.23%-2968.7pp | 1701.33%-1675.8pp | 561.29%-535.7pp |
| Employer contribution / active EE | $678 | $1,380-50.9% | $1,039-34.7% | $4,660-85.5% |
| Participant deferral / active EE | $2,817 | $2,623+7.4% | $1,952+44.3% | $6,688-57.9% |
| Admin fee / account holder | $1,861 | $3,334-44.2% | $2,829-34.2% | $13,397-86.1% |