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 | $21,250 | $55,472-61.7% | $155,567-86.3% | $74,546-71.5% |
| Participation rate | 28.5% | 61.9%-33.4pp | 78.2%-49.7pp | 67.2%-38.7pp |
| Annual return | 11.71% | 268.72%-257.0pp | 64.74%-53.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $725 | $2,269-68.1% | $4,674-84.5% | $2,624-72.4% |
| Participant deferral / active EE | $2,533 | $2,838-10.7% | $5,628-55.0% | $4,347-41.7% |
| Admin fee / account holder | $3,971 | $1,743+127.9% | $15,916-75.1% | $1,944+104.3% |