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 9-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 | $29,221 | $24,733+18.1% | $69,647-58.0% | $74,495-60.8% |
| Participation rate | 48.3% | 63.5%-15.2pp | 66.5%-18.1pp | 67.2%-18.9pp |
| Annual return | 20.09% | 18.55%+1.5pp | 100.48%-80.4pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $1,171 | $1,001+17.1% | $1,712-31.6% | $2,623-55.3% |
| Participant deferral / active EE | $1,237 | $1,901-34.9% | $2,886-57.1% | $4,346-71.5% |
| Admin fee / account holder | $8,749 | $1,892+362.5% | $4,713+85.6% | $1,942+350.6% |