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 | $25,903 | $30,400-14.8% | $53,898-51.9% | $84,808-69.5% |
| Participation rate | 33.8% | 46.4%-12.6pp | 55.0%-21.1pp | 68.3%-34.5pp |
| Annual return | 22.78% | 500.19%-477.4pp | 528.60%-505.8pp | 40.90%-18.1pp |
| Employer contribution / active EE | $826 | $603+37.0% | $932-11.4% | $2,631-68.6% |
| Participant deferral / active EE | $2,008 | $1,199+67.5% | $1,826+9.9% | $4,212-52.3% |
| Admin fee / account holder | $501 | $1,993-74.8% | $2,491-79.9% | $7,344-93.2% |