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 | $26,858 | $29,660-9.4% | $56,411-52.4% | $80,856-66.8% |
| Participation rate | 0.0% | 41.6%-41.6pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 15.82% | 35.23%-19.4pp | 1701.33%-1685.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $343 | $669-48.8% | $1,039-67.0% | $2,755-87.6% |
| Participant deferral / active EE | $714 | $1,226-41.8% | $1,952-63.4% | $4,296-83.4% |
| Admin fee / account holder | $935 | $2,428-61.5% | $2,829-67.0% | $6,918-86.5% |