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 | $30,960 | $114,381-72.9% | $107,525-71.2% | $142,382-78.3% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 22.99% | 242.71%-219.7pp | 181.32%-158.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,751 | $4,015-56.4% | $3,754-53.3% | $4,299-59.3% |
| Participant deferral / active EE | $2,867 | $5,564-48.5% | $5,116-44.0% | $6,507-55.9% |
| Admin fee / account holder | $6,586 | $9,860-33.2% | $8,919-26.2% | $12,624-47.8% |