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 | $49,309 | $70,756-30.3% | $65,493-24.7% | $142,382-65.4% |
| Participation rate | 58.3% | 77.4%-19.0pp | 73.1%-14.8pp | 80.1%-21.8pp |
| Annual return | 17.98% | 1754.89%-1736.9pp | 982.45%-964.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,086 | $2,881-62.3% | $2,574-57.8% | $4,299-74.7% |
| Participant deferral / active EE | $3,846 | $4,637-17.1% | $3,961-2.9% | $6,507-40.9% |
| Admin fee / account holder | $1,144 | $6,559-82.6% | $5,028-77.3% | $12,624-90.9% |