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 | $31,647 | $80,812-60.8% | $160,784-80.3% | $82,448-61.6% |
| Participation rate | 64.4% | 66.2%-1.8pp | 77.0%-12.5pp | 68.1%-3.6pp |
| Annual return | 22.42% | 100.59%-78.2pp | 1803.92%-1781.5pp | 41.64%-19.2pp |
| Employer contribution / active EE | $3,188 | $2,174+46.6% | $3,733-14.6% | $2,551+25.0% |
| Participant deferral / active EE | $4,917 | $4,335+13.4% | $6,293-21.9% | $4,139+18.8% |
| Admin fee / account holder | $1,458 | $7,695-81.0% | $9,717-85.0% | $7,234-79.8% |