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 | $31,647 | $83,902-62.3% | $167,512-81.1% | $84,808-62.7% |
| Participation rate | 64.4% | 66.5%-2.0pp | 77.1%-12.6pp | 68.3%-3.9pp |
| Annual return | 22.42% | 91.55%-69.1pp | 1615.79%-1593.4pp | 40.90%-18.5pp |
| Employer contribution / active EE | $3,188 | $2,264+40.8% | $3,882-17.9% | $2,631+21.2% |
| Participant deferral / active EE | $4,917 | $4,442+10.7% | $6,405-23.2% | $4,212+16.7% |
| Admin fee / account holder | $1,458 | $7,915-81.6% | $9,769-85.1% | $7,344-80.1% |