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 | $21,636 | $30,400-28.8% | $53,898-59.9% | $84,808-74.5% |
| Participation rate | 52.6% | 46.4%+6.1pp | 55.0%-2.4pp | 68.3%-15.7pp |
| Annual return | 21.85% | 500.19%-478.3pp | 528.60%-506.8pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,143 | $603+89.6% | $932+22.6% | $2,631-56.6% |
| Participant deferral / active EE | $1,978 | $1,199+65.0% | $1,826+8.3% | $4,212-53.0% |
| Admin fee / account holder | $917 | $1,993-54.0% | $2,491-63.2% | $7,344-87.5% |