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 | $25,105 | $83,902-70.1% | $167,512-85.0% | $84,808-70.4% |
| Participation rate | 62.3% | 66.5%-4.2pp | 77.1%-14.8pp | 68.3%-6.0pp |
| Annual return | 20.06% | 91.55%-71.5pp | 1615.79%-1595.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,110 | $2,264-51.0% | $3,882-71.4% | $2,631-57.8% |
| Participant deferral / active EE | $2,391 | $4,442-46.2% | $6,405-62.7% | $4,212-43.2% |
| Admin fee / account holder | $456 | $7,915-94.2% | $9,769-95.3% | $7,344-93.8% |