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 3-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 | $24,506 | $30,400-19.4% | $53,898-54.5% | $84,808-71.1% |
| Participation rate | 51.4% | 46.4%+5.0pp | 55.0%-3.5pp | 68.3%-16.9pp |
| Annual return | 20.51% | 500.19%-479.7pp | 528.60%-508.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,069 | $603+243.3% | $932+122.0% | $2,631-21.3% |
| Participant deferral / active EE | $4,164 | $1,199+247.4% | $1,826+128.0% | $4,212-1.1% |
| Admin fee / account holder | $2,281 | $1,993+14.4% | $2,491-8.4% | $7,344-68.9% |