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 7-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 | $19,837 | $27,915-28.9% | $58,482-66.1% | $75,163-73.6% |
| Participation rate | 60.7% | 38.8%+21.9pp | 50.9%+9.9pp | 67.2%-6.5pp |
| Annual return | 38.04% | 44.20%-6.2pp | 4239.32%-4201.3pp | 160.62%-122.6pp |
| Employer contribution / active EE | $252 | $669-62.3% | $1,053-76.1% | $2,670-90.6% |
| Participant deferral / active EE | $2,904 | $1,201+141.7% | $1,924+50.9% | $4,125-29.6% |
| Admin fee / account holder | $484 | $1,726-72.0% | $2,516-80.8% | $5,651-91.4% |