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 | $30,800 | $83,902-63.3% | $167,512-81.6% | $84,808-63.7% |
| Participation rate | 65.7% | 66.5%-0.8pp | 77.1%-11.3pp | 68.3%-2.6pp |
| Annual return | 18.05% | 91.55%-73.5pp | 1615.79%-1597.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,202 | $2,264-2.7% | $3,882-43.3% | $2,631-16.3% |
| Participant deferral / active EE | $5,116 | $4,442+15.2% | $6,405-20.1% | $4,212+21.5% |
| Admin fee / account holder | $465 | $7,915-94.1% | $9,769-95.2% | $7,344-93.7% |