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 | $15,528 | $30,400-48.9% | $53,898-71.2% | $84,808-81.7% |
| Participation rate | 40.0% | 46.4%-6.4pp | 55.0%-15.0pp | 68.3%-28.3pp |
| Annual return | 22.15% | 500.19%-478.0pp | 528.60%-506.5pp | 40.90%-18.7pp |
| Employer contribution / active EE | $736 | $603+22.0% | $932-21.1% | $2,631-72.0% |
| Participant deferral / active EE | $1,469 | $1,199+22.5% | $1,826-19.6% | $4,212-65.1% |
| Admin fee / account holder | $372 | $1,993-81.3% | $2,491-85.1% | $7,344-94.9% |