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 | $61,946 | $90,348-31.4% | $75,972-18.5% | $145,922-57.5% |
| Participation rate | 43.8% | 74.5%-30.7pp | 69.1%-25.3pp | 80.3%-36.5pp |
| Annual return | 13.04% | 620.88%-607.8pp | 359.55%-346.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,457 | $3,311-56.0% | $2,685-45.7% | $4,660-68.7% |
| Participant deferral / active EE | $5,394 | $5,162+4.5% | $4,255+26.7% | $6,688-19.4% |
| Admin fee / account holder | $965 | $8,467-88.6% | $6,467-85.1% | $13,397-92.8% |