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 | $24,207 | $61,789-60.8% | $97,167-75.1% | $80,874-70.1% |
| Participation rate | 48.9% | 63.5%-14.6pp | 72.7%-23.8pp | 67.6%-18.8pp |
| Annual return | 16.36% | -557.90%+574.3pp | 75.27%-58.9pp | 35.62%-19.3pp |
| Employer contribution / active EE | $915 | $1,837-50.2% | $2,729-66.5% | $2,756-66.8% |
| Participant deferral / active EE | $2,949 | $3,028-2.6% | $4,264-30.8% | $4,297-31.4% |
| Admin fee / account holder | $1,060 | $5,168-79.5% | $5,650-81.2% | $6,935-84.7% |