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 | $80,812-67.5% | $160,784-83.7% | $82,448-68.1% |
| Participation rate | 68.6% | 66.2%+2.3pp | 77.0%-8.4pp | 68.1%+0.5pp |
| Annual return | 21.82% | 100.59%-78.8pp | 1803.92%-1782.1pp | 41.64%-19.8pp |
| Employer contribution / active EE | $1,862 | $2,174-14.3% | $3,733-50.1% | $2,551-27.0% |
| Participant deferral / active EE | $2,892 | $4,335-33.3% | $6,293-54.0% | $4,139-30.1% |
| Admin fee / account holder | $462 | $7,695-94.0% | $9,717-95.2% | $7,234-93.6% |