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 | $55,415-61.7% | $155,509-86.3% | $74,495-71.5% |
| Participation rate | 28.5% | 61.9%-33.4pp | 78.2%-49.7pp | 67.2%-38.7pp |
| Annual return | 11.71% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $725 | $2,267-68.0% | $4,672-84.5% | $2,623-72.4% |
| Participant deferral / active EE | $2,533 | $2,836-10.7% | $5,626-55.0% | $4,346-41.7% |
| Admin fee / account holder | $3,971 | $1,738+128.4% | $15,912-75.0% | $1,942+104.5% |