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 | $42,217 | $27,839+51.6% | $58,482-27.8% | $71,457-40.9% |
| Participation rate | 15.0% | 34.5%-19.6pp | 50.9%-35.9pp | 67.9%-53.0pp |
| Annual return | 23.04% | 26.81%-3.8pp | 4239.32%-4216.3pp | 28.85%-5.8pp |
| Employer contribution / active EE | $381 | $631-39.6% | $1,053-63.8% | $2,588-85.3% |
| Participant deferral / active EE | $1,189 | $1,206-1.4% | $1,924-38.2% | $4,289-72.3% |
| Admin fee / account holder | $579 | $1,641-64.7% | $2,516-77.0% | $1,587-63.5% |