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 7-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 | $27,905 | $27,243+2.4% | $52,425-46.8% | $79,634-65.0% |
| Participation rate | 12.4% | 22.4%-10.0pp | 55.6%-43.2pp | 62.5%-50.1pp |
| Annual return | 14.82% | 63.36%-48.5pp | 302.12%-287.3pp | 36.46%-21.6pp |
| Employer contribution / active EE | $172 | $319-46.1% | $914-81.2% | $2,529-93.2% |
| Participant deferral / active EE | $502 | $636-21.0% | $1,790-72.0% | $3,835-86.9% |
| Admin fee / account holder | $2,346 | $2,105+11.4% | $2,495-6.0% | $1,002+134.1% |