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 3-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 | $45,253 | $102,604-55.9% | $86,188-47.5% | $139,434-67.5% |
| Participation rate | 9.1% | 74.5%-65.4pp | 69.0%-59.9pp | 80.3%-71.2pp |
| Annual return | 27.02% | 1922.51%-1895.5pp | 1168.45%-1141.4pp | 372.94%-345.9pp |
| Employer contribution / active EE | $865 | $3,032-71.5% | $2,380-63.7% | $4,751-81.8% |
| Participant deferral / active EE | $1,201 | $4,676-74.3% | $3,985-69.9% | $6,710-82.1% |
| Admin fee / account holder | $5,652 | $8,657-34.7% | $6,852-17.5% | $11,403-50.4% |