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 7-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 | $33,280 | $57,281-41.9% | $86,612-61.6% | $75,163-55.7% |
| Participation rate | 38.7% | 63.2%-24.5pp | 71.7%-33.0pp | 67.2%-28.5pp |
| Annual return | 19.43% | 2670.75%-2651.3pp | 591.07%-571.6pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,319 | $2,314-43.0% | $3,022-56.4% | $2,670-50.6% |
| Participant deferral / active EE | $2,357 | $3,318-28.9% | $4,438-46.9% | $4,125-42.9% |
| Admin fee / account holder | $305 | $4,112-92.6% | $5,614-94.6% | $5,651-94.6% |