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 | $16,289 | $31,310-48.0% | $53,898-69.8% | $74,304-78.1% |
| Participation rate | 18.1% | 30.7%-12.6pp | 55.0%-36.9pp | 60.3%-42.2pp |
| Annual return | 20.49% | 23.16%-2.7pp | 528.60%-508.1pp | 29.43%-8.9pp |
| Employer contribution / active EE | $362 | $450-19.5% | $932-61.1% | $2,241-83.8% |
| Participant deferral / active EE | $726 | $934-22.2% | $1,826-60.2% | $3,767-80.7% |
| Admin fee / account holder | $756 | $2,175-65.3% | $2,491-69.7% | $2,969-74.5% |