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 | $23,262 | $51,576-54.9% | $129,207-82.0% | $80,856-71.2% |
| Participation rate | 51.3% | 57.0%-5.7pp | 69.6%-18.3pp | 67.6%-16.4pp |
| Annual return | 73.86% | 20.81%+53.1pp | 9417.33%-9343.5pp | 35.59%+38.3pp |
| Employer contribution / active EE | $2,185 | $1,584+37.9% | $4,153-47.4% | $2,755-20.7% |
| Participant deferral / active EE | $1,901 | $2,669-28.8% | $4,168-54.4% | $4,296-55.7% |
| Admin fee / account holder | $3,491 | $4,305-18.9% | $7,715-54.7% | $6,918-49.5% |