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 | $32,764 | $27,839+17.7% | $58,482-44.0% | $71,457-54.1% |
| Participation rate | 18.4% | 34.5%-16.1pp | 50.9%-32.5pp | 67.9%-49.5pp |
| Annual return | 17.91% | 26.81%-8.9pp | 4239.32%-4221.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $209 | $631-66.9% | $1,053-80.2% | $2,588-91.9% |
| Participant deferral / active EE | $581 | $1,206-51.8% | $1,924-69.8% | $4,289-86.4% |
| Admin fee / account holder | $2,290 | $1,641+39.6% | $2,516-9.0% | $1,587+44.3% |