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 3-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 | $29,585 | $58,208-49.2% | $81,812-63.8% | $80,856-63.4% |
| Participation rate | 26.9% | 63.4%-36.5pp | 72.3%-45.4pp | 67.6%-40.7pp |
| Annual return | 16.18% | 41.66%-25.5pp | 773.79%-757.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $1,185 | $2,340-49.3% | $2,912-59.3% | $2,755-57.0% |
| Participant deferral / active EE | $2,757 | $3,281-16.0% | $4,319-36.2% | $4,296-35.8% |
| Admin fee / account holder | $7,569 | $4,981+51.9% | $7,386+2.5% | $6,918+9.4% |