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 | $41,138 | $30,400+35.3% | $53,898-23.7% | $84,808-51.5% |
| Participation rate | 15.0% | 46.4%-31.4pp | 55.0%-40.0pp | 68.3%-53.3pp |
| Annual return | 21.06% | 500.19%-479.1pp | 528.60%-507.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $273 | $603-54.8% | $932-70.8% | $2,631-89.6% |
| Participant deferral / active EE | $979 | $1,199-18.3% | $1,826-46.4% | $4,212-76.7% |
| Admin fee / account holder | $2,028 | $1,993+1.7% | $2,491-18.6% | $7,344-72.4% |