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 | $25,346 | $34,932-27.4% | $56,441-55.1% | $74,546-66.0% |
| Participation rate | 13.7% | 32.9%-19.1pp | 52.5%-38.8pp | 67.2%-53.5pp |
| Annual return | 16.94% | 24.90%-8.0pp | 1704.21%-1687.3pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $442 | $608-27.3% | $1,039-57.4% | $2,624-83.1% |
| Participant deferral / active EE | $711 | $1,173-39.4% | $1,953-63.6% | $4,347-83.6% |
| Admin fee / account holder | $1,705 | $2,359-27.7% | $2,829-39.7% | $1,944-12.3% |