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 | $20,526 | $70,606-70.9% | $53,898-61.9% | $142,382-85.6% |
| Participation rate | 35.7% | 63.7%-28.0pp | 55.0%-19.2pp | 80.1%-44.4pp |
| Annual return | 13.58% | 619.81%-606.2pp | 528.60%-515.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $410 | $1,202-65.9% | $932-56.1% | $4,299-90.5% |
| Participant deferral / active EE | $480 | $2,364-79.7% | $1,826-73.7% | $6,507-92.6% |
| Admin fee / account holder | $966 | $2,852-66.1% | $2,491-61.2% | $12,624-92.4% |