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 | $25,031 | $61,774-59.5% | $97,226-74.3% | $80,856-69.0% |
| Participation rate | 59.2% | 63.5%-4.3pp | 72.7%-13.5pp | 67.6%-8.5pp |
| Annual return | 15.03% | -557.90%+572.9pp | 75.13%-60.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $677 | $1,837-63.1% | $2,729-75.2% | $2,755-75.4% |
| Participant deferral / active EE | $1,170 | $3,029-61.4% | $4,264-72.6% | $4,296-72.8% |
| Admin fee / account holder | $636 | $5,166-87.7% | $5,654-88.7% | $6,918-90.8% |