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 | $34,930 | $83,902-58.4% | $167,512-79.1% | $84,808-58.8% |
| Participation rate | 38.2% | 66.5%-28.3pp | 77.1%-38.9pp | 68.3%-30.1pp |
| Annual return | 21.89% | 91.55%-69.7pp | 1615.79%-1593.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $1,089 | $2,264-51.9% | $3,882-72.0% | $2,631-58.6% |
| Participant deferral / active EE | $3,712 | $4,442-16.4% | $6,405-42.0% | $4,212-11.9% |
| Admin fee / account holder | $1,127 | $7,915-85.8% | $9,769-88.5% | $7,344-84.6% |