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 | $29,578 | $30,588-3.3% | $53,898-45.1% | $85,563-65.4% |
| Participation rate | 9.6% | 26.3%-16.7pp | 55.0%-45.3pp | 66.0%-56.3pp |
| Annual return | 15.69% | 50.42%-34.7pp | 528.60%-512.9pp | 31.51%-15.8pp |
| Employer contribution / active EE | $245 | $436-43.8% | $932-73.7% | $2,654-90.8% |
| Participant deferral / active EE | $479 | $848-43.5% | $1,826-73.8% | $4,375-89.1% |
| Admin fee / account holder | $1,894 | $1,879+0.8% | $2,491-23.9% | $834+127.1% |