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 9-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 | $68,220 | $29,548+130.9% | $56,411+20.9% | $77,643-12.1% |
| Participation rate | 7.9% | 32.7%-24.7pp | 52.5%-44.5pp | 70.6%-62.6pp |
| Annual return | 14.20% | 19.01%-4.8pp | 1701.33%-1687.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $180 | $568-68.3% | $1,039-82.7% | $2,726-93.4% |
| Participant deferral / active EE | $382 | $1,061-64.0% | $1,952-80.4% | $4,647-91.8% |
| Admin fee / account holder | $3,289 | $1,046+214.4% | $2,829+16.3% | $430+664.2% |