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 6-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 | $12,859 | $29,051-55.7% | $52,425-75.5% | $67,986-81.1% |
| Participation rate | 10.1% | 30.4%-20.4pp | 55.6%-45.6pp | 57.2%-47.1pp |
| Annual return | 15.82% | 24.00%-8.2pp | 302.12%-286.3pp | 31.67%-15.8pp |
| Employer contribution / active EE | $256 | $412-37.9% | $914-72.0% | $2,019-87.3% |
| Participant deferral / active EE | $283 | $873-67.6% | $1,790-84.2% | $3,358-91.6% |
| Admin fee / account holder | $636 | $2,113-69.9% | $2,495-74.5% | $3,203-80.1% |