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 | $52,354 | $159,901-67.3% | $146,958-64.4% | $145,922-64.1% |
| Participation rate | 38.9% | 84.0%-45.1pp | 82.2%-43.3pp | 80.3%-41.4pp |
| Annual return | 24.73% | 98.13%-73.4pp | 418.34%-393.6pp | 561.29%-536.6pp |
| Employer contribution / active EE | $3,891 | $5,286-26.4% | $4,933-21.1% | $4,660-16.5% |
| Participant deferral / active EE | $6,405 | $8,428-24.0% | $8,070-20.6% | $6,688-4.2% |
| Admin fee / account holder | $13,265 | $15,044-11.8% | $12,998+2.1% | $13,397-1.0% |