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 | $15,496 | $115,708-86.6% | $65,255-76.3% | $139,434-88.9% |
| Participation rate | 57.1% | 67.8%-10.7pp | 65.0%-7.8pp | 80.3%-23.2pp |
| Annual return | 21.15% | 31.19%-10.0pp | 47.35%-26.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,240 | $2,599-13.8% | $1,691+32.5% | $4,751-52.8% |
| Participant deferral / active EE | $2,767 | $4,240-34.7% | $2,831-2.2% | $6,710-58.8% |
| Admin fee / account holder | $660 | $6,698-90.1% | $4,112-83.9% | $11,403-94.2% |