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 | $14,551 | $57,281-74.6% | $86,612-83.2% | $75,163-80.6% |
| Participation rate | 31.0% | 63.2%-32.2pp | 71.7%-40.7pp | 67.2%-36.2pp |
| Annual return | 21.57% | 2670.75%-2649.2pp | 591.07%-569.5pp | 160.62%-139.0pp |
| Employer contribution / active EE | $1,112 | $2,314-52.0% | $3,022-63.2% | $2,670-58.4% |
| Participant deferral / active EE | $2,894 | $3,318-12.8% | $4,438-34.8% | $4,125-29.8% |
| Admin fee / account holder | $6,484 | $4,112+57.7% | $5,614+15.5% | $5,651+14.7% |