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 | $50,075 | $91,760-45.4% | $156,181-67.9% | $67,986-26.3% |
| Participation rate | 46.8% | 65.0%-18.2pp | 78.8%-32.0pp | 57.2%-10.4pp |
| Annual return | 128.12% | 18.14%+110.0pp | 64.87%+63.2pp | 31.67%+96.5pp |
| Employer contribution / active EE | $1,843 | $2,419-23.8% | $4,294-57.1% | $2,019-8.7% |
| Participant deferral / active EE | $4,843 | $3,960+22.3% | $6,132-21.0% | $3,358+44.2% |
| Admin fee / account holder | $3,851 | $3,949-2.5% | $14,586-73.6% | $3,203+20.2% |