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 | $27,522 | $30,400-9.5% | $53,898-48.9% | $84,808-67.5% |
| Participation rate | 21.0% | 46.4%-25.5pp | 55.0%-34.0pp | 68.3%-47.3pp |
| Annual return | 20.16% | 500.19%-480.0pp | 528.60%-508.4pp | 40.90%-20.7pp |
| Employer contribution / active EE | $413 | $603-31.5% | $932-55.7% | $2,631-84.3% |
| Participant deferral / active EE | $743 | $1,199-38.0% | $1,826-59.3% | $4,212-82.4% |
| Admin fee / account holder | $1,048 | $1,993-47.4% | $2,491-57.9% | $7,344-85.7% |