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 8-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 | $34,022 | $60,124-43.4% | $90,404-62.4% | $79,858-57.4% |
| Participation rate | 17.5% | 65.0%-47.5pp | 72.7%-55.2pp | 69.6%-52.1pp |
| Annual return | 13.43% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $398 | $2,068-80.8% | $3,262-87.8% | $2,471-83.9% |
| Participant deferral / active EE | $849 | $2,938-71.1% | $3,963-78.6% | $3,740-77.3% |
| Admin fee / account holder | $2,989 | $3,976-24.8% | $5,611-46.7% | $5,306-43.7% |