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 | $18,363 | $29,319-37.4% | $52,425-65.0% | $82,448-77.7% |
| Participation rate | 22.2% | 46.9%-24.6pp | 55.6%-33.4pp | 68.1%-45.8pp |
| Annual return | 19.93% | 535.20%-515.3pp | 302.12%-282.2pp | 41.64%-21.7pp |
| Employer contribution / active EE | $329 | $586-43.8% | $914-64.0% | $2,551-87.1% |
| Participant deferral / active EE | $865 | $1,171-26.2% | $1,790-51.7% | $4,139-79.1% |
| Admin fee / account holder | $2,908 | $1,962+48.2% | $2,495+16.6% | $7,234-59.8% |