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 | $27,018 | $55,214-51.1% | $104,607-74.2% | $73,488-63.2% |
| Participation rate | 34.5% | 67.8%-33.3pp | 74.1%-39.6pp | 70.7%-36.2pp |
| Annual return | 17.93% | 24.79%-6.9pp | 340.46%-322.5pp | 28.51%-10.6pp |
| Employer contribution / active EE | $483 | $1,468-67.1% | $2,681-82.0% | $2,270-78.7% |
| Participant deferral / active EE | $1,348 | $2,925-53.9% | $3,740-63.9% | $3,740-63.9% |
| Admin fee / account holder | $2,488 | $424+487.1% | $6,473-61.6% | $513+384.9% |