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 | $32,902 | $34,934-5.8% | $56,411-41.7% | $74,495-55.8% |
| Participation rate | 20.4% | 32.8%-12.4pp | 52.5%-32.1pp | 67.2%-46.8pp |
| Annual return | 15.94% | 25.94%-10.0pp | 1701.33%-1685.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $491 | $609-19.4% | $1,039-52.7% | $2,623-81.3% |
| Participant deferral / active EE | $629 | $1,170-46.3% | $1,952-67.8% | $4,346-85.5% |
| Admin fee / account holder | $2,523 | $2,364+6.7% | $2,829-10.8% | $1,942+29.9% |