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 | $52,353-21.8% | $120,225-66.0% | $82,448-50.4% |
| Participation rate | 44.8% | 58.3%-13.5pp | 69.6%-24.8pp | 68.1%-23.2pp |
| Annual return | 20.59% | 61.85%-41.3pp | 439.23%-418.6pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,356 | $1,510-10.2% | $3,475-61.0% | $2,551-46.8% |
| Participant deferral / active EE | $2,634 | $2,627+0.3% | $3,999-34.1% | $4,139-36.4% |
| Admin fee / account holder | $343 | $4,363-92.1% | $5,696-94.0% | $7,234-95.3% |