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 | $18,239 | $48,570-62.4% | $130,648-86.0% | $72,985-75.0% |
| Participation rate | 23.2% | 58.6%-35.4pp | 71.7%-48.6pp | 69.5%-46.3pp |
| Annual return | 0.00% | 38.63%-38.6pp | 1708.96%-1709.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $468 | $1,334-64.9% | $4,092-88.6% | $2,440-80.8% |
| Participant deferral / active EE | $1,057 | $2,384-55.7% | $3,603-70.7% | $3,607-70.7% |
| Admin fee / account holder | $1,423 | $3,549-59.9% | $5,464-74.0% | $5,124-72.2% |