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 | $37,478 | $57,281-34.6% | $86,612-56.7% | $75,163-50.1% |
| Participation rate | 21.6% | 63.2%-41.6pp | 71.7%-50.1pp | 67.2%-45.6pp |
| Annual return | 22.96% | 2670.75%-2647.8pp | 591.07%-568.1pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,065 | $2,314-54.0% | $3,022-64.8% | $2,670-60.1% |
| Participant deferral / active EE | $2,690 | $3,318-18.9% | $4,438-39.4% | $4,125-34.8% |
| Admin fee / account holder | $503 | $4,112-87.8% | $5,614-91.0% | $5,651-91.1% |