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 | $24,078 | $29,319-17.9% | $52,425-54.1% | $82,448-70.8% |
| Participation rate | 37.9% | 46.9%-8.9pp | 55.6%-17.7pp | 68.1%-30.1pp |
| Annual return | 18.99% | 535.20%-516.2pp | 302.12%-283.1pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,562 | $586+166.3% | $914+70.8% | $2,551-38.8% |
| Participant deferral / active EE | $1,558 | $1,171+33.0% | $1,790-13.0% | $4,139-62.4% |
| Admin fee / account holder | $1,329 | $1,962-32.3% | $2,495-46.7% | $7,234-81.6% |