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 | $11,217 | $27,915-59.8% | $58,482-80.8% | $75,163-85.1% |
| Participation rate | 13.6% | 38.8%-25.3pp | 50.9%-37.3pp | 67.2%-53.6pp |
| Annual return | 18.16% | 44.20%-26.0pp | 4239.32%-4221.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $740 | $1,201-38.4% | $1,924-61.5% | $4,125-82.1% |
| Admin fee / account holder | $1,793 | $1,726+3.9% | $2,516-28.7% | $5,651-68.3% |