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 | $28,381 | $67,984-58.3% | $65,493-56.7% | $74,304-61.8% |
| Participation rate | 32.6% | 66.3%-33.7pp | 73.1%-40.5pp | 60.3%-27.8pp |
| Annual return | 22.07% | 19.87%+2.2pp | 982.45%-960.4pp | 29.43%-7.4pp |
| Employer contribution / active EE | $707 | $2,491-71.6% | $2,574-72.5% | $2,241-68.4% |
| Participant deferral / active EE | $1,411 | $3,346-57.8% | $3,961-64.4% | $3,767-62.5% |
| Admin fee / account holder | $2,385 | $1,373+73.7% | $5,028-52.6% | $2,969-19.7% |