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 | $26,261 | $83,902-68.7% | $167,512-84.3% | $84,808-69.0% |
| Participation rate | 68.6% | 66.5%+2.1pp | 77.1%-8.5pp | 68.3%+0.3pp |
| Annual return | 21.82% | 91.55%-69.7pp | 1615.79%-1594.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $1,862 | $2,264-17.8% | $3,882-52.0% | $2,631-29.2% |
| Participant deferral / active EE | $2,892 | $4,442-34.9% | $6,405-54.8% | $4,212-31.3% |
| Admin fee / account holder | $462 | $7,915-94.2% | $9,769-95.3% | $7,344-93.7% |