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 | $50,076 | $83,902-40.3% | $167,512-70.1% | $84,808-41.0% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.1%-17.1pp | 68.3%-8.3pp |
| Annual return | 17.22% | 91.55%-74.3pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,086 | $2,264-7.9% | $3,882-46.3% | $2,631-20.7% |
| Participant deferral / active EE | $4,186 | $4,442-5.8% | $6,405-34.6% | $4,212-0.6% |
| Admin fee / account holder | $7,172 | $7,915-9.4% | $9,769-26.6% | $7,344-2.3% |