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 | $26,181 | $34,934-25.1% | $56,411-53.6% | $74,495-64.9% |
| Participation rate | 15.7% | 32.8%-17.1pp | 52.5%-36.8pp | 67.2%-51.5pp |
| Annual return | 26.79% | 25.94%+0.9pp | 1701.33%-1674.5pp | 1364.94%-1338.2pp |
| Employer contribution / active EE | $129 | $609-78.9% | $1,039-87.6% | $2,623-95.1% |
| Participant deferral / active EE | $564 | $1,170-51.8% | $1,952-71.1% | $4,346-87.0% |
| Admin fee / account holder | $761 | $2,364-67.8% | $2,829-73.1% | $1,942-60.8% |