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 | $17,373 | $58,879-70.5% | $178,490-90.3% | $73,488-76.4% |
| Participation rate | 46.6% | 66.2%-19.7pp | 81.9%-35.4pp | 70.7%-24.1pp |
| Annual return | 66.20% | 24.86%+41.3pp | 151.07%-84.9pp | 28.51%+37.7pp |
| Employer contribution / active EE | $1,434 | $2,236-35.9% | $5,011-71.4% | $2,270-36.8% |
| Participant deferral / active EE | $2,595 | $2,567+1.1% | $5,202-50.1% | $3,740-30.6% |
| Admin fee / account holder | $1,806 | $400+351.1% | $13,984-87.1% | $513+252.0% |