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 | $12,786 | $34,934-63.4% | $56,411-77.3% | $74,495-82.8% |
| Participation rate | 16.7% | 32.8%-16.2pp | 52.5%-35.8pp | 67.2%-50.5pp |
| Annual return | 13.49% | 25.94%-12.5pp | 1701.33%-1687.8pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $370 | $609-39.2% | $1,039-64.4% | $2,623-85.9% |
| Participant deferral / active EE | $696 | $1,170-40.5% | $1,952-64.3% | $4,346-84.0% |
| Admin fee / account holder | $2,173 | $2,364-8.1% | $2,829-23.2% | $1,942+11.9% |