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 | $19,967 | $49,922-60.0% | $80,569-75.2% | $75,163-73.4% |
| Participation rate | 32.0% | 55.3%-23.3pp | 67.0%-35.0pp | 67.2%-35.2pp |
| Annual return | 23.75% | 34.69%-10.9pp | 935.43%-911.7pp | 160.62%-136.9pp |
| Employer contribution / active EE | $810 | $1,698-52.3% | $2,723-70.3% | $2,670-69.7% |
| Participant deferral / active EE | $1,919 | $2,990-35.8% | $4,447-56.8% | $4,125-53.5% |
| Admin fee / account holder | $2,589 | $3,577-27.6% | $5,377-51.8% | $5,651-54.2% |