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 6-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 | $26,909 | $65,561-59.0% | $86,188-68.8% | $75,163-64.2% |
| Participation rate | 53.7% | 60.5%-6.8pp | 69.0%-15.3pp | 67.2%-13.5pp |
| Annual return | 12.71% | 46.05%-33.3pp | 1168.45%-1155.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,044 | $1,553-32.8% | $2,380-56.2% | $2,670-60.9% |
| Participant deferral / active EE | $3,011 | $3,024-0.4% | $3,985-24.4% | $4,125-27.0% |
| Admin fee / account holder | $1,272 | $5,474-76.8% | $6,852-81.4% | $5,651-77.5% |