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 | $27,928 | $111,724-75.0% | $93,606-70.2% | $145,922-80.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 24.14% | 202.98%-178.8pp | 133.20%-109.1pp | 561.29%-537.1pp |
| Employer contribution / active EE | $642 | $3,090-79.2% | $2,420-73.5% | $4,660-86.2% |
| Participant deferral / active EE | $2,005 | $4,912-59.2% | $4,411-54.5% | $6,688-70.0% |
| Admin fee / account holder | $1,055 | $10,250-89.7% | $8,285-87.3% | $13,397-92.1% |