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 | $28,195 | $30,588-7.8% | $53,898-47.7% | $85,563-67.0% |
| Participation rate | 10.2% | 26.3%-16.2pp | 55.0%-44.8pp | 66.0%-55.8pp |
| Annual return | 14.82% | 50.42%-35.6pp | 528.60%-513.8pp | 31.51%-16.7pp |
| Employer contribution / active EE | $172 | $436-60.5% | $932-81.5% | $2,654-93.5% |
| Participant deferral / active EE | $502 | $848-40.7% | $1,826-72.5% | $4,375-88.5% |
| Admin fee / account holder | $2,370 | $1,879+26.1% | $2,491-4.8% | $834+184.1% |