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 | $14,086 | $48,750-71.1% | $88,946-84.2% | $74,304-81.0% |
| Participation rate | 19.4% | 44.5%-25.1pp | 68.8%-49.4pp | 60.3%-40.9pp |
| Annual return | 40.50% | 25.91%+14.6pp | 57.82%-17.3pp | 29.43%+11.1pp |
| Employer contribution / active EE | $230 | $1,255-81.7% | $2,555-91.0% | $2,241-89.7% |
| Participant deferral / active EE | $564 | $2,423-76.7% | $4,581-87.7% | $3,767-85.0% |
| Admin fee / account holder | $608 | $3,756-83.8% | $8,261-92.6% | $2,969-79.5% |