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 | $30,952 | $64,839-52.3% | $95,585-67.6% | $84,808-63.5% |
| Participation rate | 42.3% | 63.8%-21.5pp | 72.1%-29.8pp | 68.3%-26.0pp |
| Annual return | 13.20% | -670.96%+684.2pp | 38.56%-25.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $623 | $1,759-64.6% | $2,527-75.3% | $2,631-76.3% |
| Participant deferral / active EE | $2,022 | $2,965-31.8% | $4,023-49.7% | $4,212-52.0% |
| Admin fee / account holder | $3,184 | $5,964-46.6% | $6,127-48.0% | $7,344-56.6% |