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 5-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 | $9,205 | $29,548-68.8% | $56,411-83.7% | $77,643-88.1% |
| Participation rate | 28.8% | 32.7%-3.9pp | 52.5%-23.7pp | 70.6%-41.8pp |
| Annual return | 14.93% | 19.01%-4.1pp | 1701.33%-1686.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $442 | $568-22.1% | $1,039-57.4% | $2,726-83.8% |
| Participant deferral / active EE | $706 | $1,061-33.4% | $1,952-63.8% | $4,647-84.8% |
| Admin fee / account holder | $627 | $1,046-40.1% | $2,829-77.9% | $430+45.6% |