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 | $31,896 | $99,877-68.1% | $84,966-62.5% | $145,922-78.1% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 9.19% | 83.76%-74.6pp | 66.38%-57.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $908 | $3,231-71.9% | $2,727-66.7% | $4,660-80.5% |
| Participant deferral / active EE | $3,139 | $5,291-40.7% | $4,519-30.5% | $6,688-53.1% |
| Admin fee / account holder | $577 | $7,248-92.0% | $6,149-90.6% | $13,397-95.7% |