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 | $30,963 | $108,912-71.6% | $100,383-69.2% | $145,959-78.8% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.1pp |
| Annual return | 12.53% | 57.96%-45.4pp | 49.26%-36.7pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,306 | $4,423-70.5% | $3,944-66.9% | $4,661-72.0% |
| Participant deferral / active EE | $3,438 | $8,451-59.3% | $8,086-57.5% | $6,689-48.6% |
| Admin fee / account holder | $684 | $9,690-92.9% | $7,900-91.3% | $13,398-94.9% |