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 5-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 | $12,971 | $34,934-62.9% | $56,411-77.0% | $74,495-82.6% |
| Participation rate | 13.7% | 32.8%-19.2pp | 52.5%-38.8pp | 67.2%-53.5pp |
| Annual return | 11.24% | 25.94%-14.7pp | 1701.33%-1690.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $208 | $609-65.9% | $1,039-80.0% | $2,623-92.1% |
| Participant deferral / active EE | $586 | $1,170-49.9% | $1,952-70.0% | $4,346-86.5% |
| Admin fee / account holder | $3,496 | $2,364+47.9% | $2,829+23.6% | $1,942+80.0% |