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 6-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 | $39,344 | $154,117-74.5% | $129,995-69.7% | $139,434-71.8% |
| Participation rate | 22.7% | 82.0%-59.2pp | 78.5%-55.8pp | 80.3%-57.6pp |
| Annual return | 24.91% | 32.48%-7.6pp | -137.18%+162.1pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,924 | $5,289-63.6% | $4,320-55.5% | $4,751-59.5% |
| Participant deferral / active EE | $2,716 | $6,710-59.5% | $5,820-53.3% | $6,710-59.5% |
| Admin fee / account holder | $912 | $14,007-93.5% | $10,614-91.4% | $11,403-92.0% |