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 | $40,646 | $45,566-10.8% | $64,105-36.6% | $59,632-31.8% |
| Participation rate | 50.8% | 60.2%-9.4pp | 68.2%-17.4pp | 68.7%-17.9pp |
| Annual return | -1.48% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $651 | $934-30.3% | $1,820-64.2% | $2,203-70.5% |
| Participant deferral / active EE | $1,447 | $2,057-29.6% | $2,822-48.7% | $3,192-54.7% |
| Admin fee / account holder | $1,197 | $3,268-63.4% | $4,499-73.4% | $4,297-72.1% |