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 9-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 | $28,501 | $63,745-55.3% | $98,442-71.0% | $79,386-64.1% |
| Participation rate | 50.5% | 69.9%-19.4pp | 73.3%-22.8pp | 70.7%-20.2pp |
| Annual return | 12.33% | 625.80%-613.5pp | 1492.73%-1480.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,200 | $2,557-53.1% | $2,960-59.4% | $2,427-50.6% |
| Participant deferral / active EE | $2,991 | $3,303-9.4% | $4,276-30.0% | $4,046-26.1% |
| Admin fee / account holder | $1,299 | $516+152.0% | $5,949-78.2% | $626+107.4% |