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 5-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 | $18,211 | $27,915-34.8% | $58,482-68.9% | $75,163-75.8% |
| Participation rate | 59.2% | 38.8%+20.4pp | 50.9%+8.3pp | 67.2%-8.0pp |
| Annual return | 43.36% | 44.20%-0.8pp | 4239.32%-4196.0pp | 160.62%-117.3pp |
| Employer contribution / active EE | $1,723 | $669+157.5% | $1,053+63.5% | $2,670-35.5% |
| Participant deferral / active EE | $3,367 | $1,201+180.3% | $1,924+75.0% | $4,125-18.4% |
| Admin fee / account holder | $1,529 | $1,726-11.4% | $2,516-39.2% | $5,651-72.9% |