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 6-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 | $11,031 | $47,479-76.8% | $62,929-82.5% | $82,448-86.6% |
| Participation rate | 35.7% | 66.9%-31.2pp | 73.1%-37.4pp | 68.1%-32.4pp |
| Annual return | 12.50% | 20.34%-7.8pp | 1063.93%-1051.4pp | 41.64%-29.1pp |
| Employer contribution / active EE | $332 | $1,885-82.4% | $2,505-86.7% | $2,551-87.0% |
| Participant deferral / active EE | $885 | $2,870-69.2% | $3,888-77.2% | $4,139-78.6% |
| Admin fee / account holder | $1,450 | $3,804-61.9% | $5,065-71.4% | $7,234-80.0% |