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 | $24,601 | $34,934-29.6% | $56,411-56.4% | $74,495-67.0% |
| Participation rate | 26.0% | 32.8%-6.8pp | 52.5%-26.4pp | 67.2%-41.2pp |
| Annual return | 18.48% | 25.94%-7.5pp | 1701.33%-1682.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $132 | $609-78.3% | $1,039-87.3% | $2,623-95.0% |
| Participant deferral / active EE | $1,536 | $1,170+31.3% | $1,952-21.3% | $4,346-64.6% |
| Admin fee / account holder | $1,031 | $2,364-56.4% | $2,829-63.5% | $1,942-46.9% |