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 | $17,545 | $27,839-37.0% | $58,482-70.0% | $71,457-75.4% |
| Participation rate | 10.7% | 34.5%-23.8pp | 50.9%-40.1pp | 67.9%-57.2pp |
| Annual return | 17.63% | 26.81%-9.2pp | 4239.32%-4221.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $156 | $631-75.2% | $1,053-85.1% | $2,588-94.0% |
| Participant deferral / active EE | $505 | $1,206-58.1% | $1,924-73.7% | $4,289-88.2% |
| Admin fee / account holder | $1,676 | $1,641+2.1% | $2,516-33.4% | $1,587+5.6% |