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 5-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 | $20,893 | $58,923-64.5% | $97,167-78.5% | $74,546-72.0% |
| Participation rate | 48.6% | 63.6%-15.0pp | 72.7%-24.1pp | 67.2%-18.6pp |
| Annual return | 14.61% | 16.04%-1.4pp | 75.27%-60.7pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $2,053 | $1,894+8.4% | $2,729-24.8% | $2,624-21.8% |
| Participant deferral / active EE | $2,621 | $3,664-28.5% | $4,264-38.5% | $4,347-39.7% |
| Admin fee / account holder | $1,815 | $1,974-8.0% | $5,650-67.9% | $1,944-6.6% |