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 | $28,162 | $51,045-44.8% | $70,515-60.1% | $71,457-60.6% |
| Participation rate | 40.7% | 59.4%-18.7pp | 68.3%-27.6pp | 67.9%-27.2pp |
| Annual return | 952.85% | 42.63%+910.2pp | 32.77%+920.1pp | 28.85%+924.0pp |
| Employer contribution / active EE | $504 | $1,790-71.9% | $2,973-83.1% | $2,588-80.5% |
| Participant deferral / active EE | $1,632 | $3,026-46.1% | $4,567-64.3% | $4,289-61.9% |
| Admin fee / account holder | $1,038 | $1,994-47.9% | $6,412-83.8% | $1,587-34.6% |