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 | $31,856 | $114,381-72.1% | $107,525-70.4% | $142,382-77.6% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.1%-16.0pp | 80.1%-21.0pp |
| Annual return | 15.16% | 242.71%-227.5pp | 181.32%-166.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,770 | $4,015-55.9% | $3,754-52.9% | $4,299-58.8% |
| Participant deferral / active EE | $6,055 | $5,564+8.8% | $5,116+18.4% | $6,507-6.9% |
| Admin fee / account holder | $1,024 | $9,860-89.6% | $8,919-88.5% | $12,624-91.9% |