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 | $12,586 | $29,660-57.6% | $56,411-77.7% | $80,856-84.4% |
| Participation rate | 23.8% | 41.6%-17.8pp | 52.5%-28.7pp | 67.6%-43.8pp |
| Annual return | 12.93% | 35.23%-22.3pp | 1701.33%-1688.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $847 | $1,226-30.9% | $1,952-56.6% | $4,296-80.3% |
| Admin fee / account holder | $711 | $2,428-70.7% | $2,829-74.9% | $6,918-89.7% |