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 | $14,906 | $54,705-72.8% | $71,209-79.1% | $84,808-82.4% |
| Participation rate | 49.2% | 64.1%-14.9pp | 73.8%-24.5pp | 68.3%-19.1pp |
| Annual return | 107.15% | 35.90%+71.3pp | 282.51%-175.4pp | 40.90%+66.3pp |
| Employer contribution / active EE | $459 | $2,158-78.7% | $2,721-83.1% | $2,631-82.6% |
| Participant deferral / active EE | $1,224 | $3,030-59.6% | $4,175-70.7% | $4,212-70.9% |
| Admin fee / account holder | $1,874 | $4,863-61.5% | $5,349-65.0% | $7,344-74.5% |