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 | $36,876 | $27,839+32.5% | $58,482-36.9% | $71,457-48.4% |
| Participation rate | 25.0% | 34.5%-9.5pp | 50.9%-25.9pp | 67.9%-42.9pp |
| Annual return | 16.87% | 26.81%-9.9pp | 4239.32%-4222.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $154 | $631-75.7% | $1,053-85.4% | $2,588-94.1% |
| Participant deferral / active EE | $679 | $1,206-43.7% | $1,924-64.7% | $4,289-84.2% |
| Admin fee / account holder | $1,740 | $1,641+6.0% | $2,516-30.8% | $1,587+9.6% |