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 | $35,663 | $90,348-60.5% | $75,972-53.1% | $145,922-75.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 10.11% | 620.88%-610.8pp | 359.55%-349.4pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,245 | $3,311-32.2% | $2,685-16.4% | $4,660-51.8% |
| Participant deferral / active EE | $3,534 | $5,162-31.5% | $4,255-17.0% | $6,688-47.2% |
| Admin fee / account holder | $8,267 | $8,467-2.4% | $6,467+27.8% | $13,397-38.3% |