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 | $21,829 | $27,839-21.6% | $58,482-62.7% | $71,457-69.5% |
| Participation rate | 32.7% | 34.5%-1.8pp | 50.9%-18.1pp | 67.9%-35.2pp |
| Annual return | 15.24% | 26.81%-11.6pp | 4239.32%-4224.1pp | 28.85%-13.6pp |
| Employer contribution / active EE | $422 | $631-33.1% | $1,053-59.9% | $2,588-83.7% |
| Participant deferral / active EE | $1,434 | $1,206+18.9% | $1,924-25.5% | $4,289-66.6% |
| Admin fee / account holder | $2,777 | $1,641+69.3% | $2,516+10.4% | $1,587+74.9% |