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 | $36,884 | $34,934+5.6% | $56,411-34.6% | $74,495-50.5% |
| Participation rate | 15.2% | 32.8%-17.7pp | 52.5%-37.3pp | 67.2%-52.0pp |
| Annual return | 12.39% | 25.94%-13.5pp | 1701.33%-1688.9pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $224 | $609-63.3% | $1,039-78.5% | $2,623-91.5% |
| Participant deferral / active EE | $657 | $1,170-43.9% | $1,952-66.3% | $4,346-84.9% |
| Admin fee / account holder | $5,191 | $2,364+119.6% | $2,829+83.5% | $1,942+167.4% |