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 8-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 | $13,711 | $43,133-68.2% | $89,391-84.7% | $73,488-81.3% |
| Participation rate | 18.6% | 55.0%-36.3pp | 68.0%-49.3pp | 70.7%-52.0pp |
| Annual return | 34.09% | 135.66%-101.6pp | 245.62%-211.5pp | 28.51%+5.6pp |
| Employer contribution / active EE | $517 | $1,438-64.1% | $2,586-80.0% | $2,270-77.2% |
| Participant deferral / active EE | $1,464 | $2,445-40.1% | $3,890-62.4% | $3,740-60.9% |
| Admin fee / account holder | $1,424 | $444+220.8% | $4,881-70.8% | $513+177.5% |