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 8-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 | $12,620 | $34,308-63.2% | $74,701-83.1% | $72,985-82.7% |
| Participation rate | 14.5% | 42.4%-27.9pp | 54.5%-40.0pp | 69.5%-55.0pp |
| Annual return | 31.42% | 26.58%+4.8pp | 752.92%-721.5pp | 81.00%-49.6pp |
| Employer contribution / active EE | $379 | $692-45.1% | $1,084-65.0% | $2,440-84.4% |
| Participant deferral / active EE | $1,137 | $1,271-10.5% | $1,964-42.1% | $3,607-68.5% |
| Admin fee / account holder | $468 | $2,124-78.0% | $3,333-86.0% | $5,124-90.9% |