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 | $60,840 | $109,982-44.7% | $97,226-37.4% | $145,922-58.3% |
| Participation rate | 26.3% | 75.9%-49.6pp | 72.7%-46.4pp | 80.3%-54.0pp |
| Annual return | 12.96% | 242.90%-229.9pp | 75.13%-62.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $400 | $3,084-87.0% | $2,729-85.4% | $4,660-91.4% |
| Participant deferral / active EE | $2,915 | $4,676-37.7% | $4,264-31.6% | $6,688-56.4% |
| Admin fee / account holder | $2,599 | $6,221-58.2% | $5,654-54.0% | $13,397-80.6% |