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 | $7,792 | $27,915-72.1% | $58,482-86.7% | $75,163-89.6% |
| Participation rate | 21.3% | 38.8%-17.6pp | 50.9%-29.6pp | 67.2%-45.9pp |
| Annual return | 18.68% | 44.20%-25.5pp | 4239.32%-4220.6pp | 160.62%-141.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $752 | $1,201-37.4% | $1,924-60.9% | $4,125-81.8% |
| Admin fee / account holder | $1,460 | $1,726-15.4% | $2,516-42.0% | $5,651-74.2% |