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 | $9,046 | $31,310-71.1% | $53,898-83.2% | $74,304-87.8% |
| Participation rate | 14.9% | 30.7%-15.8pp | 55.0%-40.1pp | 60.3%-45.5pp |
| Annual return | 17.06% | 23.16%-6.1pp | 528.60%-511.5pp | 29.43%-12.4pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $530 | $934-43.3% | $1,826-71.0% | $3,767-85.9% |
| Admin fee / account holder | $1,625 | $2,175-25.3% | $2,491-34.8% | $2,969-45.3% |