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 | $28,127 | $73,933-62.0% | $96,683-70.9% | $75,163-62.6% |
| Participation rate | 34.3% | 66.4%-32.1pp | 74.3%-40.1pp | 67.2%-32.9pp |
| Annual return | 120.64% | 26.70%+93.9pp | 35.69%+84.9pp | 160.62%-40.0pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,292 | $3,659+44.7% | $4,878+8.5% | $4,125+28.3% |
| Admin fee / account holder | $674 | $5,216-87.1% | $6,730-90.0% | $5,651-88.1% |