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 | $43,502 | $102,604-57.6% | $86,188-49.5% | $139,434-68.8% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.0%-23.5pp | 80.3%-34.9pp |
| Annual return | 15.31% | 1922.51%-1907.2pp | 1168.45%-1153.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $937 | $3,032-69.1% | $2,380-60.6% | $4,751-80.3% |
| Participant deferral / active EE | $2,217 | $4,676-52.6% | $3,985-44.4% | $6,710-67.0% |
| Admin fee / account holder | $378 | $8,657-95.6% | $6,852-94.5% | $11,403-96.7% |