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 | $85,933 | $111,535-23.0% | $105,223-18.3% | $137,256-37.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 70.26% | 237.85%-167.6pp | 180.65%-110.4pp | 220.34%-150.1pp |
| Employer contribution / active EE | $810 | $3,939-79.4% | $3,689-78.0% | $4,156-80.5% |
| Participant deferral / active EE | $3,195 | $5,500-41.9% | $5,072-37.0% | $6,407-50.1% |
| Admin fee / account holder | $3,625 | $9,721-62.7% | $8,859-59.1% | $12,270-70.5% |