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 | $25,429 | $29,667-14.3% | $56,441-54.9% | $80,874-68.6% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 13.19% | 35.22%-22.0pp | 1704.21%-1691.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $1,454 | $669+117.2% | $1,039+39.9% | $2,756-47.2% |
| Participant deferral / active EE | $2,483 | $1,227+102.5% | $1,953+27.2% | $4,297-42.2% |
| Admin fee / account holder | $2,116 | $2,429-12.9% | $2,829-25.2% | $6,935-69.5% |