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 9-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 | $30,481 | $44,984-32.2% | $85,009-64.1% | $74,546-59.1% |
| Participation rate | 29.6% | 49.4%-19.8pp | 67.5%-38.0pp | 67.2%-37.7pp |
| Annual return | 18.82% | 26.25%-7.4pp | 66.47%-47.7pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $287 | $1,458-80.3% | $2,728-89.5% | $2,624-89.1% |
| Participant deferral / active EE | $1,932 | $2,733-29.3% | $4,522-57.3% | $4,347-55.6% |
| Admin fee / account holder | $3,333 | $2,208+50.9% | $6,153-45.8% | $1,944+71.5% |