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 8-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 | $14,756 | $26,114-43.5% | $58,482-74.8% | $74,419-80.2% |
| Participation rate | 23.3% | 32.1%-8.8pp | 50.9%-27.6pp | 70.7%-47.5pp |
| Annual return | 17.83% | 32.51%-14.7pp | 4239.32%-4221.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $216 | $536-59.8% | $1,053-79.5% | $2,637-91.8% |
| Participant deferral / active EE | $926 | $1,075-13.8% | $1,924-51.8% | $4,528-79.5% |
| Admin fee / account holder | $2,038 | $649+213.9% | $2,516-19.0% | $348+485.9% |