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 | $23,937 | $47,479-49.6% | $62,929-62.0% | $82,448-71.0% |
| Participation rate | 33.3% | 66.9%-33.5pp | 73.1%-39.8pp | 68.1%-34.7pp |
| Annual return | 17.62% | 20.34%-2.7pp | 1063.93%-1046.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $412 | $1,885-78.1% | $2,505-83.5% | $2,551-83.8% |
| Participant deferral / active EE | $1,370 | $2,870-52.3% | $3,888-64.8% | $4,139-66.9% |
| Admin fee / account holder | $3,373 | $3,804-11.3% | $5,065-33.4% | $7,234-53.4% |