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 | $31,421 | $81,625-61.5% | $167,512-81.2% | $74,304-57.7% |
| Participation rate | 38.7% | 60.0%-21.4pp | 77.1%-38.4pp | 60.3%-21.7pp |
| Annual return | 22.30% | 26.09%-3.8pp | 1615.79%-1593.5pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,459 | $2,010-27.4% | $3,882-62.4% | $2,241-34.9% |
| Participant deferral / active EE | $2,249 | $4,115-45.3% | $6,405-64.9% | $3,767-40.3% |
| Admin fee / account holder | $5,100 | $3,474+46.8% | $9,769-47.8% | $2,969+71.8% |