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 | $23,150 | $99,918-76.8% | $81,382-71.6% | $145,922-84.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 10.21% | 34.32%-24.1pp | 24.73%-14.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,157 | $2,978-61.1% | $2,463-53.0% | $4,660-75.2% |
| Participant deferral / active EE | $1,385 | $4,605-69.9% | $3,883-64.3% | $6,688-79.3% |
| Admin fee / account holder | $2,436 | $8,212-70.3% | $5,768-57.8% | $13,397-81.8% |