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 8-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 | $30,974 | $57,281-45.9% | $86,612-64.2% | $75,163-58.8% |
| Participation rate | 69.4% | 63.2%+6.2pp | 71.7%-2.3pp | 67.2%+2.3pp |
| Annual return | 16.31% | 2670.75%-2654.4pp | 591.07%-574.8pp | 160.62%-144.3pp |
| Employer contribution / active EE | $1,146 | $2,314-50.5% | $3,022-62.1% | $2,670-57.1% |
| Participant deferral / active EE | $2,229 | $3,318-32.8% | $4,438-49.8% | $4,125-46.0% |
| Admin fee / account holder | $389 | $4,112-90.5% | $5,614-93.1% | $5,651-93.1% |