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 | $23,036 | $27,915-17.5% | $58,482-60.6% | $75,163-69.4% |
| Participation rate | 31.4% | 38.8%-7.4pp | 50.9%-19.4pp | 67.2%-35.8pp |
| Annual return | 23.30% | 44.20%-20.9pp | 4239.32%-4216.0pp | 160.62%-137.3pp |
| Employer contribution / active EE | $596 | $669-10.9% | $1,053-43.4% | $2,670-77.7% |
| Participant deferral / active EE | $1,322 | $1,201+10.0% | $1,924-31.3% | $4,125-68.0% |
| Admin fee / account holder | $581 | $1,726-66.3% | $2,516-76.9% | $5,651-89.7% |