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 | $48,795-50.9% | $65,493-63.5% | $84,808-71.8% |
| Participation rate | 33.3% | 67.0%-33.6pp | 73.1%-39.8pp | 68.3%-35.0pp |
| Annual return | 17.62% | 20.20%-2.6pp | 982.45%-964.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $412 | $1,930-78.6% | $2,574-84.0% | $2,631-84.3% |
| Participant deferral / active EE | $1,370 | $2,928-53.2% | $3,961-65.4% | $4,212-67.5% |
| Admin fee / account holder | $3,373 | $3,877-13.0% | $5,028-32.9% | $7,344-54.1% |