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 | $21,241 | $49,922-57.5% | $80,569-73.6% | $75,163-71.7% |
| Participation rate | 59.5% | 55.3%+4.2pp | 67.0%-7.5pp | 67.2%-7.7pp |
| Annual return | 20.61% | 34.69%-14.1pp | 935.43%-914.8pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,674 | $1,698-1.4% | $2,723-38.5% | $2,670-37.3% |
| Participant deferral / active EE | $4,032 | $2,990+34.8% | $4,447-9.4% | $4,125-2.3% |
| Admin fee / account holder | $1,497 | $3,577-58.2% | $5,377-72.2% | $5,651-73.5% |