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 | $14,867 | $34,934-57.4% | $56,411-73.6% | $74,495-80.0% |
| Participation rate | 24.4% | 32.8%-8.4pp | 52.5%-28.1pp | 67.2%-42.8pp |
| Annual return | 11.98% | 25.94%-14.0pp | 1701.33%-1689.4pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $323 | $609-46.9% | $1,039-68.9% | $2,623-87.7% |
| Participant deferral / active EE | $561 | $1,170-52.0% | $1,952-71.2% | $4,346-87.1% |
| Admin fee / account holder | $2,044 | $2,364-13.5% | $2,829-27.8% | $1,942+5.2% |