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 | $8,803 | $34,934-74.8% | $56,411-84.4% | $74,495-88.2% |
| Participation rate | 27.4% | 32.8%-5.4pp | 52.5%-25.1pp | 67.2%-39.8pp |
| Annual return | 12.85% | 25.94%-13.1pp | 1701.33%-1688.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $301 | $609-50.5% | $1,039-71.0% | $2,623-88.5% |
| Participant deferral / active EE | $590 | $1,170-49.6% | $1,952-69.8% | $4,346-86.4% |
| Admin fee / account holder | $926 | $2,364-60.8% | $2,829-67.3% | $1,942-52.3% |