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 | $7,282 | $27,915-73.9% | $58,482-87.5% | $75,163-90.3% |
| Participation rate | 31.6% | 38.8%-7.3pp | 50.9%-19.3pp | 67.2%-35.6pp |
| Annual return | 17.64% | 44.20%-26.6pp | 4239.32%-4221.7pp | 160.62%-143.0pp |
| Employer contribution / active EE | $460 | $669-31.3% | $1,053-56.3% | $2,670-82.8% |
| Participant deferral / active EE | $969 | $1,201-19.4% | $1,924-49.6% | $4,125-76.5% |
| Admin fee / account holder | $1,479 | $1,726-14.3% | $2,516-41.2% | $5,651-73.8% |