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 3-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 | $18,562 | $29,660-37.4% | $56,411-67.1% | $80,856-77.0% |
| Participation rate | 15.2% | 41.6%-26.5pp | 52.5%-37.3pp | 67.6%-52.4pp |
| Annual return | 14.82% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $210 | $669-68.7% | $1,039-79.8% | $2,755-92.4% |
| Participant deferral / active EE | $353 | $1,226-71.2% | $1,952-81.9% | $4,296-91.8% |
| Admin fee / account holder | $3,877 | $2,428+59.7% | $2,829+37.1% | $6,918-44.0% |