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 9-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 | $22,766 | $60,124-62.1% | $90,404-74.8% | $79,858-71.5% |
| Participation rate | 48.8% | 65.0%-16.2pp | 72.7%-23.9pp | 69.6%-20.9pp |
| Annual return | 20.22% | 71.94%-51.7pp | 1293.02%-1272.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,003 | $2,068-51.5% | $3,262-69.3% | $2,471-59.4% |
| Participant deferral / active EE | $2,991 | $2,938+1.8% | $3,963-24.5% | $3,740-20.0% |
| Admin fee / account holder | $1,552 | $3,976-61.0% | $5,611-72.3% | $5,306-70.7% |