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 | $11,895 | $64,839-81.7% | $95,585-87.6% | $84,808-86.0% |
| Participation rate | 35.8% | 63.8%-28.0pp | 72.1%-36.2pp | 68.3%-32.5pp |
| Annual return | 16.48% | -670.96%+687.4pp | 38.56%-22.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $438 | $1,759-75.1% | $2,527-82.7% | $2,631-83.3% |
| Participant deferral / active EE | $1,164 | $2,965-60.7% | $4,023-71.1% | $4,212-72.4% |
| Admin fee / account holder | $383 | $5,964-93.6% | $6,127-93.8% | $7,344-94.8% |