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 3-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 | $18,084 | $30,400-40.5% | $53,898-66.4% | $84,808-78.7% |
| Participation rate | 45.8% | 46.4%-0.7pp | 55.0%-9.2pp | 68.3%-22.5pp |
| Annual return | 18.01% | 500.19%-482.2pp | 528.60%-510.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,612 | $603+167.4% | $932+72.9% | $2,631-38.7% |
| Participant deferral / active EE | $2,085 | $1,199+73.9% | $1,826+14.2% | $4,212-50.5% |
| Admin fee / account holder | $690 | $1,993-65.4% | $2,491-72.3% | $7,344-90.6% |