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 | $29,030 | $41,078-29.3% | $80,569-64.0% | $71,457-59.4% |
| Participation rate | 53.2% | 50.2%+3.0pp | 67.0%-13.8pp | 67.9%-14.7pp |
| Annual return | 33.53% | 38.45%-4.9pp | 935.43%-901.9pp | 28.85%+4.7pp |
| Employer contribution / active EE | $1,517 | $1,506+0.7% | $2,723-44.3% | $2,588-41.4% |
| Participant deferral / active EE | $2,655 | $2,699-1.6% | $4,447-40.3% | $4,289-38.1% |
| Admin fee / account holder | $4,507 | $1,840+144.9% | $5,377-16.2% | $1,587+184.0% |