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 | $48,313 | $108,919-55.6% | $100,391-51.9% | $145,922-66.9% |
| Participation rate | 68.8% | 82.9%-14.2pp | 81.5%-12.7pp | 80.3%-11.5pp |
| Annual return | 13.55% | 57.88%-44.3pp | 49.20%-35.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $976 | $4,419-77.9% | $3,942-75.2% | $4,660-79.0% |
| Participant deferral / active EE | $4,111 | $8,445-51.3% | $8,082-49.1% | $6,688-38.5% |
| Admin fee / account holder | $3,089 | $9,689-68.1% | $7,899-60.9% | $13,397-76.9% |