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 | $13,149 | $48,230-72.7% | $67,502-80.5% | $80,856-83.7% |
| Participation rate | 30.5% | 66.4%-35.9pp | 72.9%-42.4pp | 67.6%-37.1pp |
| Annual return | 18.93% | 18.28%+0.6pp | 3512.12%-3493.2pp | 35.59%-16.7pp |
| Employer contribution / active EE | $557 | $2,020-72.4% | $2,731-79.6% | $2,755-79.8% |
| Participant deferral / active EE | $1,627 | $2,924-44.4% | $4,000-59.3% | $4,296-62.1% |
| Admin fee / account holder | $422 | $3,681-88.5% | $3,998-89.4% | $6,918-93.9% |