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 | $25,817 | $73,360-64.8% | $177,989-85.5% | $74,495-65.3% |
| Participation rate | 38.4% | 66.6%-28.2pp | 77.1%-38.7pp | 67.2%-28.8pp |
| Annual return | 12.56% | 17.49%-4.9pp | 294.48%-281.9pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,049 | $2,216-52.7% | $3,949-73.4% | $2,623-60.0% |
| Participant deferral / active EE | $2,306 | $4,513-48.9% | $6,276-63.3% | $4,346-46.9% |
| Admin fee / account holder | $4,143 | $1,808+129.2% | $10,363-60.0% | $1,942+113.4% |