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 6-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 | $22,175 | $27,839-20.3% | $58,482-62.1% | $71,457-69.0% |
| Participation rate | 14.2% | 34.5%-20.4pp | 50.9%-36.7pp | 67.9%-53.7pp |
| Annual return | 15.44% | 26.81%-11.4pp | 4239.32%-4223.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $352 | $631-44.2% | $1,053-66.6% | $2,588-86.4% |
| Participant deferral / active EE | $1,250 | $1,206+3.7% | $1,924-35.0% | $4,289-70.8% |
| Admin fee / account holder | $2,423 | $1,641+47.7% | $2,516-3.7% | $1,587+52.7% |