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 4-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 | $8,831 | $34,934-74.7% | $56,411-84.3% | $74,495-88.1% |
| Participation rate | 28.0% | 32.8%-4.8pp | 52.5%-24.4pp | 67.2%-39.2pp |
| Annual return | 19.41% | 25.94%-6.5pp | 1701.33%-1681.9pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $734 | $609+20.6% | $1,039-29.3% | $2,623-72.0% |
| Participant deferral / active EE | $1,260 | $1,170+7.7% | $1,952-35.4% | $4,346-71.0% |
| Admin fee / account holder | $1,793 | $2,364-24.2% | $2,829-36.6% | $1,942-7.7% |