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 7-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 | $9,523 | $123,909-92.3% | $69,647-86.3% | $145,922-93.5% |
| Participation rate | 68.4% | 69.2%-0.8pp | 66.5%+2.0pp | 80.3%-11.9pp |
| Annual return | 12.35% | 190.55%-178.2pp | 100.48%-88.1pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,229 | $4,236-47.4% | $2,886-22.8% | $6,688-66.7% |
| Admin fee / account holder | $430 | $7,863-94.5% | $4,713-90.9% | $13,397-96.8% |