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 6-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 | $19,846 | $27,915-28.9% | $58,482-66.1% | $75,163-73.6% |
| Participation rate | 32.7% | 38.8%-6.1pp | 50.9%-18.2pp | 67.2%-34.5pp |
| Annual return | 16.19% | 44.20%-28.0pp | 4239.32%-4223.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $686 | $669+2.5% | $1,053-34.9% | $2,670-74.3% |
| Participant deferral / active EE | $1,836 | $1,201+52.9% | $1,924-4.5% | $4,125-55.5% |
| Admin fee / account holder | $2,990 | $1,726+73.3% | $2,516+18.8% | $5,651-47.1% |