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 | $22,518 | $34,308-34.4% | $74,701-69.9% | $72,985-69.1% |
| Participation rate | 14.6% | 42.4%-27.8pp | 54.5%-39.8pp | 69.5%-54.9pp |
| Annual return | 25.92% | 26.58%-0.7pp | 752.92%-727.0pp | 81.00%-55.1pp |
| Employer contribution / active EE | $294 | $692-57.5% | $1,084-72.8% | $2,440-87.9% |
| Participant deferral / active EE | $753 | $1,271-40.7% | $1,964-61.6% | $3,607-79.1% |
| Admin fee / account holder | $318 | $2,124-85.0% | $3,333-90.5% | $5,124-93.8% |