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 5-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 | $19,945 | $96,305-79.3% | $80,569-75.2% | $139,434-85.7% |
| Participation rate | 19.0% | 73.6%-54.6pp | 67.0%-47.9pp | 80.3%-61.3pp |
| Annual return | 13.90% | 1350.08%-1336.2pp | 935.43%-921.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $924 | $3,262-71.7% | $2,723-66.1% | $4,751-80.5% |
| Participant deferral / active EE | $2,858 | $5,232-45.4% | $4,447-35.7% | $6,710-57.4% |
| Admin fee / account holder | $407 | $6,599-93.8% | $5,377-92.4% | $11,403-96.4% |