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 | $31,194 | $70,669-55.9% | $169,368-81.6% | $75,163-58.5% |
| Participation rate | 45.2% | 64.8%-19.6pp | 77.1%-31.9pp | 67.2%-22.0pp |
| Annual return | 22.24% | 36.36%-14.1pp | 405.60%-383.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,618 | $2,211+18.4% | $4,013-34.7% | $2,670-1.9% |
| Participant deferral / active EE | $5,087 | $4,311+18.0% | $6,221-18.2% | $4,125+23.3% |
| Admin fee / account holder | $4,311 | $5,402-20.2% | $9,003-52.1% | $5,651-23.7% |