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 | $28,284 | $34,934-19.0% | $56,411-49.9% | $74,495-62.0% |
| Participation rate | 18.1% | 32.8%-14.7pp | 52.5%-34.4pp | 67.2%-49.1pp |
| Annual return | 14.39% | 25.94%-11.5pp | 1701.33%-1686.9pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $564 | $609-7.3% | $1,039-45.7% | $2,623-78.5% |
| Participant deferral / active EE | $1,122 | $1,170-4.1% | $1,952-42.5% | $4,346-74.2% |
| Admin fee / account holder | $587 | $2,364-75.1% | $2,829-79.2% | $1,942-69.7% |