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 | $30,582 | $31,310-2.3% | $53,898-43.3% | $74,304-58.8% |
| Participation rate | 5.7% | 30.7%-25.0pp | 55.0%-49.3pp | 60.3%-54.7pp |
| Annual return | 18.89% | 23.16%-4.3pp | 528.60%-509.7pp | 29.43%-10.5pp |
| Employer contribution / active EE | $162 | $450-64.0% | $932-82.6% | $2,241-92.8% |
| Participant deferral / active EE | $334 | $934-64.2% | $1,826-81.7% | $3,767-91.1% |
| Admin fee / account holder | $1,203 | $2,175-44.7% | $2,491-51.7% | $2,969-59.5% |