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 | $26,026 | $55,415-53.0% | $155,509-83.3% | $74,495-65.1% |
| Participation rate | 31.7% | 61.9%-30.2pp | 78.2%-46.5pp | 67.2%-35.5pp |
| Annual return | 16.18% | 268.50%-252.3pp | 64.67%-48.5pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $722 | $2,267-68.2% | $4,672-84.6% | $2,623-72.5% |
| Participant deferral / active EE | $1,039 | $2,836-63.4% | $5,626-81.5% | $4,346-76.1% |
| Admin fee / account holder | $3,480 | $1,738+100.2% | $15,912-78.1% | $1,942+79.2% |