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 4-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 | $17,239 | $46,553-63.0% | $64,056-73.1% | $75,163-77.1% |
| Participation rate | 50.0% | 65.9%-15.9pp | 72.3%-22.3pp | 67.2%-17.2pp |
| Annual return | 1018.89% | 26.03%+992.9pp | 33.69%+985.2pp | 160.62%+858.3pp |
| Employer contribution / active EE | $924 | $1,974-53.2% | $2,747-66.3% | $2,670-65.4% |
| Participant deferral / active EE | $3,018 | $2,837+6.4% | $3,880-22.2% | $4,125-26.8% |
| Admin fee / account holder | $547 | $2,952-81.5% | $3,068-82.2% | $5,651-90.3% |