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 6-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 | $37,277 | $47,479-21.5% | $62,929-40.8% | $82,448-54.8% |
| Participation rate | 41.7% | 66.9%-25.2pp | 73.1%-31.4pp | 68.1%-26.4pp |
| Annual return | 15.93% | 20.34%-4.4pp | 1063.93%-1048.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $454 | $1,885-75.9% | $2,505-81.9% | $2,551-82.2% |
| Participant deferral / active EE | $1,404 | $2,870-51.1% | $3,888-63.9% | $4,139-66.1% |
| Admin fee / account holder | $1,477 | $3,804-61.2% | $5,065-70.8% | $7,234-79.6% |