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 | $57,422 | $61,774-7.0% | $97,226-40.9% | $80,856-29.0% |
| Participation rate | 17.3% | 63.5%-46.2pp | 72.7%-55.3pp | 67.6%-50.3pp |
| Annual return | 12.60% | -557.90%+570.5pp | 75.13%-62.5pp | 35.59%-23.0pp |
| Employer contribution / active EE | $562 | $1,837-69.4% | $2,729-79.4% | $2,755-79.6% |
| Participant deferral / active EE | $1,010 | $3,029-66.7% | $4,264-76.3% | $4,296-76.5% |
| Admin fee / account holder | $395 | $5,166-92.3% | $5,654-93.0% | $6,918-94.3% |