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 | $14,907 | $54,705-72.8% | $71,209-79.1% | $84,808-82.4% |
| Participation rate | 47.2% | 64.1%-16.8pp | 73.8%-26.5pp | 68.3%-21.1pp |
| Annual return | 48.48% | 35.90%+12.6pp | 282.51%-234.0pp | 40.90%+7.6pp |
| Employer contribution / active EE | $975 | $2,158-54.8% | $2,721-64.2% | $2,631-62.9% |
| Participant deferral / active EE | $1,685 | $3,030-44.4% | $4,175-59.7% | $4,212-60.0% |
| Admin fee / account holder | $3,012 | $4,863-38.1% | $5,349-43.7% | $7,344-59.0% |