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 | $23,436 | $99,877-76.5% | $84,966-72.4% | $145,922-83.9% |
| Participation rate | 26.7% | 74.1%-47.4pp | 67.5%-40.8pp | 80.3%-53.6pp |
| Annual return | 42.64% | 83.76%-41.1pp | 66.38%-23.7pp | 561.29%-518.6pp |
| Employer contribution / active EE | $1,294 | $3,231-60.0% | $2,727-52.6% | $4,660-72.2% |
| Participant deferral / active EE | $1,567 | $5,291-70.4% | $4,519-65.3% | $6,688-76.6% |
| Admin fee / account holder | $2,672 | $7,248-63.1% | $6,149-56.5% | $13,397-80.1% |