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 | $19,870 | $47,479-58.2% | $62,929-68.4% | $82,448-75.9% |
| Participation rate | 34.4% | 66.9%-32.4pp | 73.1%-38.7pp | 68.1%-33.6pp |
| Annual return | 22.33% | 20.34%+2.0pp | 1063.93%-1041.6pp | 41.64%-19.3pp |
| Employer contribution / active EE | $616 | $1,885-67.3% | $2,505-75.4% | $2,551-75.9% |
| Participant deferral / active EE | $1,358 | $2,870-52.7% | $3,888-65.1% | $4,139-67.2% |
| Admin fee / account holder | $1,496 | $3,804-60.7% | $5,065-70.5% | $7,234-79.3% |