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 7-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 | $21,487 | $27,915-23.0% | $58,482-63.3% | $75,163-71.4% |
| Participation rate | 45.9% | 38.8%+7.1pp | 50.9%-5.0pp | 67.2%-21.3pp |
| Annual return | 18.35% | 44.20%-25.9pp | 4239.32%-4221.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,121 | $669+67.6% | $1,053+6.4% | $2,670-58.0% |
| Participant deferral / active EE | $2,059 | $1,201+71.4% | $1,924+7.0% | $4,125-50.1% |
| Admin fee / account holder | $2,298 | $1,726+33.2% | $2,516-8.7% | $5,651-59.3% |