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 | $6,455 | $34,308-81.2% | $74,701-91.4% | $72,985-91.2% |
| Participation rate | 21.1% | 42.4%-21.3pp | 54.5%-33.4pp | 69.5%-48.4pp |
| Annual return | 19.85% | 26.58%-6.7pp | 752.92%-733.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $185 | $692-73.3% | $1,084-83.0% | $2,440-92.4% |
| Participant deferral / active EE | $552 | $1,271-56.6% | $1,964-71.9% | $3,607-84.7% |
| Admin fee / account holder | $337 | $2,124-84.1% | $3,333-89.9% | $5,124-93.4% |