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 | $19,715 | $65,409-69.9% | $98,442-80.0% | $85,850-77.0% |
| Participation rate | 39.8% | 65.0%-25.2pp | 73.3%-33.6pp | 69.3%-29.6pp |
| Annual return | 14.15% | 21.76%-7.6pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $991 | $2,168-54.3% | $2,960-66.5% | $2,565-61.4% |
| Participant deferral / active EE | $2,776 | $3,166-12.3% | $4,276-35.1% | $3,952-29.8% |
| Admin fee / account holder | $1,462 | $4,593-68.2% | $5,949-75.4% | $6,260-76.6% |