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 | $38,923 | $154,117-74.7% | $129,995-70.1% | $139,434-72.1% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 147.32% | 32.48%+114.8pp | -137.18%+284.5pp | 372.94%-225.6pp |
| Employer contribution / active EE | $3,851 | $5,289-27.2% | $4,320-10.8% | $4,751-18.9% |
| Participant deferral / active EE | $5,785 | $6,710-13.8% | $5,820-0.6% | $6,710-13.8% |
| Admin fee / account holder | $950 | $14,007-93.2% | $10,614-91.1% | $11,403-91.7% |