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 | $22,099 | $57,281-61.4% | $86,612-74.5% | $75,163-70.6% |
| Participation rate | 46.9% | 63.2%-16.3pp | 71.7%-24.8pp | 67.2%-20.3pp |
| Annual return | 20.37% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,495 | $2,314-35.4% | $3,022-50.5% | $2,670-44.0% |
| Participant deferral / active EE | $3,271 | $3,318-1.4% | $4,438-26.3% | $4,125-20.7% |
| Admin fee / account holder | $667 | $4,112-83.8% | $5,614-88.1% | $5,651-88.2% |