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 | $14,361 | $29,660-51.6% | $56,411-74.5% | $80,856-82.2% |
| Participation rate | 31.7% | 41.6%-10.0pp | 52.5%-20.8pp | 67.6%-36.0pp |
| Annual return | 11.48% | 35.23%-23.8pp | 1701.33%-1689.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $415 | $669-38.0% | $1,039-60.0% | $2,755-84.9% |
| Participant deferral / active EE | $1,565 | $1,226+27.7% | $1,952-19.8% | $4,296-63.6% |
| Admin fee / account holder | $1,101 | $2,428-54.6% | $2,829-61.1% | $6,918-84.1% |