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 3-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 | $25,416 | $58,234-56.4% | $81,783-68.9% | $80,874-68.6% |
| Participation rate | 60.7% | 63.4%-2.7pp | 72.4%-11.6pp | 67.6%-6.9pp |
| Annual return | 14.74% | 41.70%-27.0pp | 775.05%-760.3pp | 35.62%-20.9pp |
| Employer contribution / active EE | $1,559 | $2,341-33.4% | $2,913-46.5% | $2,756-43.4% |
| Participant deferral / active EE | $2,180 | $3,283-33.6% | $4,320-49.5% | $4,297-49.3% |
| Admin fee / account holder | $2,559 | $4,982-48.6% | $7,380-65.3% | $6,935-63.1% |