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 | $45,626 | $57,281-20.3% | $86,612-47.3% | $75,163-39.3% |
| Participation rate | 27.6% | 63.2%-35.6pp | 71.7%-44.1pp | 67.2%-39.6pp |
| Annual return | 19.43% | 2670.75%-2651.3pp | 591.07%-571.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $912 | $2,314-60.6% | $3,022-69.8% | $2,670-65.8% |
| Participant deferral / active EE | $1,951 | $3,318-41.2% | $4,438-56.0% | $4,125-52.7% |
| Admin fee / account holder | $762 | $4,112-81.5% | $5,614-86.4% | $5,651-86.5% |