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 | $66,253 | $96,635-31.4% | $86,612-23.5% | $139,434-52.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 27.95% | 106.41%-78.5pp | 591.07%-563.1pp | 372.94%-345.0pp |
| Employer contribution / active EE | $399 | $3,263-87.8% | $3,022-86.8% | $4,751-91.6% |
| Participant deferral / active EE | $1,390 | $4,836-71.3% | $4,438-68.7% | $6,710-79.3% |
| Admin fee / account holder | $1,667 | $6,408-74.0% | $5,614-70.3% | $11,403-85.4% |