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 5-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 | $34,014 | $102,317-66.8% | $146,958-76.9% | $80,856-57.9% |
| Participation rate | 68.7% | 75.8%-7.2pp | 82.2%-13.5pp | 67.6%+1.0pp |
| Annual return | 20.72% | 134.76%-114.0pp | 418.34%-397.6pp | 35.59%-14.9pp |
| Employer contribution / active EE | $2,555 | $3,713-31.2% | $4,933-48.2% | $2,755-7.3% |
| Participant deferral / active EE | $6,735 | $6,644+1.4% | $8,070-16.5% | $4,296+56.8% |
| Admin fee / account holder | $1,979 | $7,941-75.1% | $12,998-84.8% | $6,918-71.4% |