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 | $14,944 | $29,660-49.6% | $56,411-73.5% | $80,856-81.5% |
| Participation rate | 28.1% | 41.6%-13.5pp | 52.5%-24.3pp | 67.6%-39.5pp |
| Annual return | 11.67% | 35.23%-23.6pp | 1701.33%-1689.7pp | 35.59%-23.9pp |
| Employer contribution / active EE | $285 | $669-57.4% | $1,039-72.6% | $2,755-89.7% |
| Participant deferral / active EE | $1,677 | $1,226+36.8% | $1,952-14.1% | $4,296-61.0% |
| Admin fee / account holder | $1,972 | $2,428-18.8% | $2,829-30.3% | $6,918-71.5% |