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 6-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 | $7,405 | $30,588-75.8% | $53,898-86.3% | $85,563-91.3% |
| Participation rate | 7.4% | 26.3%-19.0pp | 55.0%-47.6pp | 66.0%-58.6pp |
| Annual return | 25.85% | 50.42%-24.6pp | 528.60%-502.7pp | 31.51%-5.7pp |
| Employer contribution / active EE | $112 | $436-74.3% | $932-88.0% | $2,654-95.8% |
| Participant deferral / active EE | $223 | $848-73.7% | $1,826-87.8% | $4,375-94.9% |
| Admin fee / account holder | $747 | $1,879-60.2% | $2,491-70.0% | $834-10.5% |