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 | $35,173 | $64,839-45.8% | $95,585-63.2% | $84,808-58.5% |
| Participation rate | 56.9% | 63.8%-7.0pp | 72.1%-15.2pp | 68.3%-11.4pp |
| Annual return | 62.92% | -670.96%+733.9pp | 38.56%+24.4pp | 40.90%+22.0pp |
| Employer contribution / active EE | $1,695 | $1,759-3.6% | $2,527-32.9% | $2,631-35.6% |
| Participant deferral / active EE | $3,000 | $2,965+1.2% | $4,023-25.4% | $4,212-28.8% |
| Admin fee / account holder | $2,109 | $5,964-64.6% | $6,127-65.6% | $7,344-71.3% |