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 6-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 | $17,092 | $27,839-38.6% | $58,482-70.8% | $71,457-76.1% |
| Participation rate | 27.4% | 34.5%-7.2pp | 50.9%-23.5pp | 67.9%-40.5pp |
| Annual return | 21.08% | 26.81%-5.7pp | 4239.32%-4218.2pp | 28.85%-7.8pp |
| Employer contribution / active EE | $132 | $631-79.0% | $1,053-87.4% | $2,588-94.9% |
| Participant deferral / active EE | $1,382 | $1,206+14.6% | $1,924-28.2% | $4,289-67.8% |
| Admin fee / account holder | $1,002 | $1,641-38.9% | $2,516-60.2% | $1,587-36.9% |