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 5-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 | $21,464 | $57,281-62.5% | $86,612-75.2% | $75,163-71.4% |
| Participation rate | 23.3% | 63.2%-39.9pp | 71.7%-48.4pp | 67.2%-43.9pp |
| Annual return | 22.70% | 2670.75%-2648.0pp | 591.07%-568.4pp | 160.62%-137.9pp |
| Employer contribution / active EE | $513 | $2,314-77.9% | $3,022-83.0% | $2,670-80.8% |
| Participant deferral / active EE | $2,137 | $3,318-35.6% | $4,438-51.9% | $4,125-48.2% |
| Admin fee / account holder | $544 | $4,112-86.8% | $5,614-90.3% | $5,651-90.4% |