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 | $51,408 | $29,051+77.0% | $52,425-1.9% | $67,986-24.4% |
| Participation rate | 7.8% | 30.4%-22.6pp | 55.6%-47.8pp | 57.2%-49.4pp |
| Annual return | 18.63% | 24.00%-5.4pp | 302.12%-283.5pp | 31.67%-13.0pp |
| Employer contribution / active EE | $137 | $412-66.8% | $914-85.0% | $2,019-93.2% |
| Participant deferral / active EE | $418 | $873-52.1% | $1,790-76.7% | $3,358-87.6% |
| Admin fee / account holder | $3,081 | $2,113+45.8% | $2,495+23.5% | $3,203-3.8% |