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 | $23,964 | $58,694-59.2% | $142,863-83.2% | $85,850-72.1% |
| Participation rate | 29.7% | 58.5%-28.7pp | 71.9%-42.2pp | 69.3%-39.6pp |
| Annual return | 19.16% | 27.72%-8.6pp | 5637.54%-5618.4pp | 318.53%-299.4pp |
| Employer contribution / active EE | $731 | $1,423-48.6% | $4,144-82.4% | $2,565-71.5% |
| Participant deferral / active EE | $1,159 | $2,607-55.6% | $3,837-69.8% | $3,952-70.7% |
| Admin fee / account holder | $1,329 | $4,239-68.6% | $6,560-79.7% | $6,260-78.8% |