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 3-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 | $27,051 | $29,660-8.8% | $56,411-52.0% | $80,856-66.5% |
| Participation rate | 30.0% | 41.6%-11.6pp | 52.5%-22.5pp | 67.6%-37.6pp |
| Annual return | 28.01% | 35.23%-7.2pp | 1701.33%-1673.3pp | 35.59%-7.6pp |
| Employer contribution / active EE | $755 | $669+12.8% | $1,039-27.3% | $2,755-72.6% |
| Participant deferral / active EE | $1,013 | $1,226-17.4% | $1,952-48.1% | $4,296-76.4% |
| Admin fee / account holder | $4,074 | $2,428+67.8% | $2,829+44.0% | $6,918-41.1% |