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 | $32,518 | $102,317-68.2% | $146,958-77.9% | $80,856-59.8% |
| Participation rate | 53.8% | 75.8%-22.0pp | 82.2%-28.3pp | 67.6%-13.8pp |
| Annual return | 15.80% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,886 | $3,713-49.2% | $4,933-61.8% | $2,755-31.6% |
| Participant deferral / active EE | $5,059 | $6,644-23.8% | $8,070-37.3% | $4,296+17.8% |
| Admin fee / account holder | $2,320 | $7,941-70.8% | $12,998-82.2% | $6,918-66.5% |