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 | $58,572 | $29,660+97.5% | $56,411+3.8% | $80,856-27.6% |
| Participation rate | 11.0% | 41.6%-30.7pp | 52.5%-41.5pp | 67.6%-56.7pp |
| Annual return | 13.72% | 35.23%-21.5pp | 1701.33%-1687.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $364 | $669-45.7% | $1,039-65.0% | $2,755-86.8% |
| Participant deferral / active EE | $911 | $1,226-25.7% | $1,952-53.3% | $4,296-78.8% |
| Admin fee / account holder | $4,274 | $2,428+76.0% | $2,829+51.1% | $6,918-38.2% |