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 7-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 | $27,264 | $29,319-7.0% | $52,425-48.0% | $82,448-66.9% |
| Participation rate | 53.1% | 46.9%+6.3pp | 55.6%-2.5pp | 68.1%-14.9pp |
| Annual return | 20.23% | 535.20%-515.0pp | 302.12%-281.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $893 | $586+52.3% | $914-2.3% | $2,551-65.0% |
| Participant deferral / active EE | $1,043 | $1,171-11.0% | $1,790-41.8% | $4,139-74.8% |
| Admin fee / account holder | $306 | $1,962-84.4% | $2,495-87.7% | $7,234-95.8% |