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 | $18,288 | $34,934-47.6% | $56,411-67.6% | $74,495-75.5% |
| Participation rate | 24.5% | 32.8%-8.4pp | 52.5%-28.0pp | 67.2%-42.7pp |
| Annual return | 24.10% | 25.94%-1.8pp | 1701.33%-1677.2pp | 1364.94%-1340.8pp |
| Employer contribution / active EE | $311 | $609-48.9% | $1,039-70.0% | $2,623-88.1% |
| Participant deferral / active EE | $1,215 | $1,170+3.8% | $1,952-37.8% | $4,346-72.0% |
| Admin fee / account holder | $2,183 | $2,364-7.6% | $2,829-22.8% | $1,942+12.4% |