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 9-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 | $23,829 | $45,566-47.7% | $64,105-62.8% | $59,632-60.0% |
| Participation rate | 35.9% | 60.2%-24.3pp | 68.2%-32.3pp | 68.7%-32.8pp |
| Annual return | -1.13% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $547 | $934-41.4% | $1,820-69.9% | $2,203-75.2% |
| Participant deferral / active EE | $1,297 | $2,057-36.9% | $2,822-54.0% | $3,192-59.4% |
| Admin fee / account holder | $703 | $3,268-78.5% | $4,499-84.4% | $4,297-83.6% |