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 | $24,312 | $114,381-78.7% | $107,525-77.4% | $142,382-82.9% |
| Participation rate | 45.0% | 78.1%-33.1pp | 75.1%-30.1pp | 80.1%-35.1pp |
| Annual return | 15.39% | 242.71%-227.3pp | 181.32%-165.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,683 | $4,015-58.1% | $3,754-55.2% | $4,299-60.9% |
| Participant deferral / active EE | $3,009 | $5,564-45.9% | $5,116-41.2% | $6,507-53.8% |
| Admin fee / account holder | $5,448 | $9,860-44.8% | $8,919-38.9% | $12,624-56.8% |