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 9-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 | $12,085 | $49,922-75.8% | $80,569-85.0% | $75,163-83.9% |
| Participation rate | 30.6% | 55.3%-24.7pp | 67.0%-36.4pp | 67.2%-36.5pp |
| Annual return | 16.64% | 34.69%-18.1pp | 935.43%-918.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $914 | $1,698-46.2% | $2,723-66.5% | $2,670-65.8% |
| Participant deferral / active EE | $1,283 | $2,990-57.1% | $4,447-71.2% | $4,125-68.9% |
| Admin fee / account holder | $2,468 | $3,577-31.0% | $5,377-54.1% | $5,651-56.3% |