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 4-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 | $18,240 | $83,902-78.3% | $167,512-89.1% | $84,808-78.5% |
| Participation rate | 62.5% | 66.5%-4.0pp | 77.1%-14.6pp | 68.3%-5.8pp |
| Annual return | 22.55% | 91.55%-69.0pp | 1615.79%-1593.2pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,661 | $2,264-26.6% | $3,882-57.2% | $2,631-36.9% |
| Participant deferral / active EE | $2,953 | $4,442-33.5% | $6,405-53.9% | $4,212-29.9% |
| Admin fee / account holder | $1,273 | $7,915-83.9% | $9,769-87.0% | $7,344-82.7% |