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 | $37,268 | $83,902-55.6% | $167,512-77.8% | $84,808-56.1% |
| Participation rate | 68.8% | 66.5%+2.3pp | 77.1%-8.3pp | 68.3%+0.4pp |
| Annual return | 18.14% | 91.55%-73.4pp | 1615.79%-1597.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,192 | $2,264-3.2% | $3,882-43.5% | $2,631-16.7% |
| Participant deferral / active EE | $5,620 | $4,442+26.5% | $6,405-12.3% | $4,212+33.4% |
| Admin fee / account holder | $1,459 | $7,915-81.6% | $9,769-85.1% | $7,344-80.1% |