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 | $15,164 | $41,078-63.1% | $80,569-81.2% | $71,457-78.8% |
| Participation rate | 22.5% | 50.2%-27.8pp | 67.0%-44.5pp | 67.9%-45.5pp |
| Annual return | 18.36% | 38.45%-20.1pp | 935.43%-917.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $489 | $1,506-67.6% | $2,723-82.1% | $2,588-81.1% |
| Participant deferral / active EE | $1,060 | $2,699-60.7% | $4,447-76.2% | $4,289-75.3% |
| Admin fee / account holder | $4,878 | $1,840+165.0% | $5,377-9.3% | $1,587+207.3% |