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 | $15,812 | $31,310-49.5% | $53,898-70.7% | $74,304-78.7% |
| Participation rate | 22.1% | 30.7%-8.6pp | 55.0%-32.9pp | 60.3%-38.3pp |
| Annual return | 17.51% | 23.16%-5.7pp | 528.60%-511.1pp | 29.43%-11.9pp |
| Employer contribution / active EE | $205 | $450-54.4% | $932-78.0% | $2,241-90.8% |
| Participant deferral / active EE | $923 | $934-1.2% | $1,826-49.5% | $3,767-75.5% |
| Admin fee / account holder | $1,452 | $2,175-33.3% | $2,491-41.7% | $2,969-51.1% |