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 | $40,933 | $53,516-23.5% | $126,539-67.7% | $84,808-51.7% |
| Participation rate | 44.8% | 58.2%-13.4pp | 69.8%-25.0pp | 68.3%-23.5pp |
| Annual return | 20.59% | 58.34%-37.7pp | 425.95%-405.4pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,356 | $1,535-11.6% | $3,674-63.1% | $2,631-48.5% |
| Participant deferral / active EE | $2,634 | $2,671-1.4% | $4,083-35.5% | $4,212-37.4% |
| Admin fee / account holder | $343 | $4,497-92.4% | $6,065-94.3% | $7,344-95.3% |